Hi guys,
I have the chance to do an internship in January with a start up fund, but the managers would like me to do a little research project over Christmas first to see if I can do the work and make a nice presentation out of it.
Essentially, I have been asked to compile some information about other funds in the area of convertibles (something the manager wants to make a main focus of the fund). He referred me to morningstar to get a lot of the information and gave me a few things that I should be looking at when gathering info, however as someone with hitherto limited experience to this type of thing, I was hoping I could get a little more guidance about any other things that would be good to look at.
So far my list of criteria to look for in other funds is more or less like this:
Expense ratios Domicile Currencies Investment strategy AUM Fee Structure Main positions Shared positions between funds (perhaps also what platforms the funds are operating on? Maybe their main clients if that's public knowledge?)
I would really appreciate any advise about obvious things I have missed or things on that list that are unnecessary.
Thanks!
You forgot one big one: Fund Manager/Managing Member (Name and background)
Thanks for the input, do you think all the other things I have listed are necessary?
Also, does anyone know any other sources apart from morningstar / funds' own websites to gather this type of information?
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