We set no special requirements for investment managers to be included in our database. To be included in our search universe, investment managers need only ensure that the eVestment and Morningstar databases are updated and complete, as applicable.

We evaluate investment managers for our clients using separate criteria for each asset class, but in all cases place a priority on the following evaluation criteria, in no particular order:

• Strength and depth of organization and investment team
• Investment philosophy and process
• Consistency of team, process, and returns
• Risk mitigation
• Articulated rationale for the strategy to consistently outperform
• Alpha, not merely outperformance
• Fees

Please note that we do not accept meals, gifts, gratuities, or any other compensation from investment managers.

Our research process emphasizes meetings with investment decision makers. To request a meeting, please email managers@sellwoodip.com. In your email, please indicate the specific product(s) you would like to discuss, and who specifically will attend the meeting. We review meeting requests at least once per week and will get back to you.

Merely adding our email addresses to your Mailchimp list is unlikely to improve our opinion of your investment offering.

For directions to our office, please visit our Contact page. Our dress code is business casual, except for benchmark underperformers, in which case it is black-tie formal. There is a Starbucks located just north of our office, if you would like to get a drink or catch up on work between meetings.

After scheduling a meeting, please send a copy of your presentation materials in PDF format so we can review it in advance of the meeting. This will help us make the best use of our time together. Before meeting with us, you may be interested to review our Investment Philosophy and Manager Research Philosophy.