Sub-Adviser Selection Process

 

Old Glory Asset Management utilizes both quantitative and qualitative screens to select our stable of sub-advisers.  The sub-advisers utilized by Old Glory Asset Management must meet the following criteria:

 

Performance
Past investment performance must be superior when compared to the appropriate benchmark and peer group universe.  Consistency of investment returns over a market cycle is also a must.

 

Investment Philosophy and Process
The sub-adviser must have a well-articulated investment philosophy and process.  This process must be disciplined and have been consistently applied over a number of years. 

 

Low Turnover of Investment Professionals
The portfolio management teams of our sub-advisers are experienced and stable.  We seek out sub-advisory firms that offer a team approach to portfolio management as opposed to a “lone-wolf” decision maker. 

 

Strong Business Fundamentals
Old Glory Asset Management affiliates with SEC registered investment advisory firms.  Our sub-advisers must have at least $200 million in assets under management.  Further, they have to demonstrate a desire to grow and expand their product offerings and client base.

 

Ongoing Sub-Adviser Oversight

 

Old Glory Asset Management visits the offices of our sub-advisers to “kick the tires” and perform due-diligence checks.  Old Glory and its’ affiliated sub-advisers are in frequent contact via phone, email and facsimile.

 

Old Glory continually reviews the investment performance, organizational and personnel stability of our affiliated sub-advisers.  Any significant, detrimental change in these factors would result in an immediate reevaluation of the sub-advisory relationship and client notification.

 

At the client level, portfolio holdings and performance are monitored by Old Glory on a monthly basis.  In addition, the sub-advisers are required to complete a quarterly questionnaire which indicates the status of compliance with the client’s investment guidelines.  Any deviation from the client’s investment guidelines will be immediately addressed and rectified.

 

 

 

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