Why meetings are such an important part of the investment process


Industry surveys consistently highlight the importance that Portfolio Managers (PMs) place on meeting with company management as part of their investment process and it is also the case that for the majority of PM’s the process of attending meetings and the related preparation can in many cases consume the majority of their working hours. In this whitepaper we look at why it is that meetings are considered such a necessity and also how PMs use the meetings to assess management.

Topics covered in this white paper:

  • Why Portfolio Managers place such importance on meeting with management.
  • Portfolio Managers preferred meeting structure.
  • Key characteristics that Portfolio Managers look for when assessing management.

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