Explained – BULLWEALTH’s Investment Oversight & Due Diligence Process

About this episode

Randy Gunn and Savva Cherdantsev discuss BULLWEALTH's investment oversight and due diligence process.

Today, Randy Gunn, BULLWEALTH’s VP and Portfolio Manager, is joined by Savva Cherdantsev, BULLWEALTH’s Managing Director, Research & Investments, to discuss our approach to oversight and due diligence of your investment managers. Due diligence has been a cornerstone of BULLWEALTH’s investment process for over 25 years, and while our approach continues to evolve, it remains grounded in a disciplined quarterly review of each investment manager’s performance, including the key drivers and attributes behind these results. In today’s discussion, Randy and Savva outline our due diligence framework, the insights generated from our ongoing oversight, and the enhanced sell discipline we have developed over the past year to better determine when a manager should be replaced. We hope today’s podcast provides greater insight into how we oversee your investment managers and enhances your transparency of your investment portfolio.

People in this episode

Host: Randy Gunn

Guest: Savva Cherdantsev

Topics covered

• investment oversight
• due diligence
• investment managers
• performance review
• sell discipline

Keywords

• investment oversight
• due diligence
• BULLWEALTH
• investment managers
• performance review
• sell discipline

Mentioned in this episode

Organizations: BULLWEALTH

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