Algonquin Posts White Paper Regarding Qualitative Factors to Consider When Evaluating Portfolio Managers

June 19, 2012

Algonquin has recently posted a new research-oriented white paper that it feels will be of value to clients and other followers. This piece, entitled “Looking Beyond the Numbers: Qualitative Factors to Consider When Evaluating Portfolio Managers,” outlines key issues that Algonquin typically focuses on when evaluating the "people" behind the investment strategies offered to its clients. 

Please click the below link to view the research piece:

Looking Beyond the Numbers:Qualitative Factors to Consider When Evaluating Portfolio Managers

Founded in 1998, Algonquin Advisors is based in Greenwich, Connecticut. The firm has a national wealth management practice focused on high net worth individuals, foundations and endowments. Specific services include asset allocation, portfolio construction, and investment manager selection across traditional and alternative asset classes. The firm is well regarded for their family of Algonquin Funds. In addition, the firm provides specialized consulting services to financial organizations and museums.

For more information regarding Algonquin, please contact Ms. Michaela Barnum via e-mail or at (203) 629-2114.

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