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Thames River looks at full disclosure

Thames River Capital is revamping its multi-manager fund factsheets, with full disclosure of all the holdings in its portfolios a probability.

The separate market commentaries that currently appear on each factsheet will be replaced by a single commentary covering all funds because managers Gary Potter and Robert Burdett found that they were repeating the same information across more than one fund.

The co-heads of multi-manager have also been awarded an AAA rating from Standard & Poor’s for their global boutiques fund. Previously, the fund had an AA rating, but this has been upgraded due to consistent top quartile performance, above average returns and the long-term track record of Potter and Burdett.

The fund aims for growth by investing in funds from management groups regarded as boutique in nature. Potter and Burdett have benefited from a boutique culture themselves at Thames River Capital, allowing them to focus on managing clients’ assets and spend the majority of their time looking for suitable investments for their portfolios.

In global boutiques, Potter and Burdett are sticking to the tried and tested. They are investing in experienced managers and companies which have at least three years experience of administering funds.

Potter says: “We look for great bottom up fund managers. We think boutique managers are better at protecting on the downside. They have smaller portfolios, less correlation with benchmarks, and have often learnt their trade at the big management groups.”

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