In a marketplace where raw data can be easily commoditized, Monticello seeks to bring real value in the form of deep knowledge about the top investment managers across all essential asset classes. The firm’s evaluation of investment merits includes a quantitative review of a manager’s historical performance as well as a qualitative analysis of a manager’s overall investment approach and philosophy. This critical thinking continues to set Monticello apart from its competitors.
The firm employs a unique approach to research where senior consultants drive the evaluation process by spending considerable time actually meeting with investment managers. In practice, Monticello tends to prefer fundamental, bottom-up value managers willing to build concentrated portfolios. The amount of time spent with managers, coupled with an extraordinary ability to access top professionals, enables Monticello consultants to offer unusually sound judgement when advising clients.