Abundance will manage many of your investments internally, but we also utilize outside managers for holdings such as small cap and international investment funds. Outside managers are screened carefully and Abundance maintains ongoing due diligence on these companies and managers.
The integrity of managers coupled with performance is the ultimate and deciding factor in manager selection. Our selection process involves both quantitative and qualitative review processes. We screen and evaluate based on variables such as valuation, growth, yield, tax efficiency, and a variety of other attributes including consistency of style, manager and team tenure, and the use of sustainable and consistent investment processes. |
