Woolly, had a bit closer look at the offer. Two more questions stand out. One - team cohesion. None of them have worked together as far as I can see, before starting this venture in 2016. I'd be interested in understanding the team dynamic more. Second, what's the FUM capacity for this strategy? That's very, very important. I'd be interested to know how much money is in the managed fund, because according to morningstar, it's not reported. Are the returns replicable if they end up running $300m?
Food for thought. I'll do some more digging.
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Woolly, had a bit closer look at the offer. Two more questions...
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