Past performance are never a guidance for future returns, for sure. However, there are always information in extreme outcomes and tail events that provide valuable feedbacks in funds selection. Over time, this has often resulted in improvements in the assessment of future fund returns.

Mostly, any quantitative screening should always be complemented by a thorough qualitative assessment to support a better forward-looking investment view.

At WS Partners, we aim to assist you in times of extreme uncertainty, leveraging our +15 years of experience in fund selection with best-in class methodology.

We have built a screening tool for the purpose to identify the best performing managers in both times of bear and bull equity markets. Our proprietary WSP Consistency Scoring will help you spot the most stable Portfolio Managers, time-tested across different market cycles, by regional exposure.

The starting point is a quantitative screening combined with a minimal tenure filter. Then, we have added an additional layer; our judgmental overlay derived from our long-time knowledge of the Portfolio Managers. With some, we have already weathered crisis, with most we had meetings to assess their risk mindset.

At WS Partners, we aim to assist you in times of extreme uncertainty, leveraging our +15 years of experience in fund selection with best-in class methodology.

Periods of market crisis are the best time to witness managers’ ability to protect on the downside through either, cash management, structural defensive allocation, or sound stock picking.

On the other side, they must have demonstrated skillset in implementing opportunistic or contrarian trades and skew their portfolios to benefit from inflection points or rebounds after markets correction.