In 1969, when a young George Russell decided he wanted to find the very best investors, he had a very basic question to answer: How?

A big part of the answer to his question is what is known today as the “manager meeting.” Detailed interviews with managers on a defined set of topics that we believe are critical to assessing whether the manager has a competitive edge.

Russell Investments conducts about 2,000 formal evaluation sessions with managers each year and everyone wants to know what happens at these meetings. So, maybe it’s time to lift the lid just a little.

This paper discusses what happens in the meetings with managers, including:

  • Who are our manager research analysts?
  • What preparation is done?
  • What are the typical questions?
  • Where do we store these evaluations?

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Article also available on Communiqué – Summer 2018