Wednesday webinar at one: Selecting equity fund managers using benchmarked strategies

Wednesday 04 October 2023 | 13:00 - 13:40 | Webinar

This event has been organised by CFA UK’s Manager Research Special Interest Group

Anusha Roy, Investment Analyst at Albourne Partners, will de-mystify equity fund selection taking a practical approach and highlighting key concepts and tools.

Join the first webinar in our series on fund selection within equities including benchmarked and long-short strategies. Together we will identify the soft and hard skills needed to be a leader in equities.

This is not a download of information; you will have a chance to interact with interviewee, Anusha Roy, to ask questions. Anusha will also share real life scenarios which worked out, or failed to deliver and the key learning she took from it.

Learning outcomes

  • Understand the key aspects of the equity fund selection process (benchmarked and long-short strategies)
  • Explore the soft and hard skills required of a research managerin an equity context and how to cultivate them
  • Define return based and holdings based analysis - value and limitations
  • Learn useful tools in equity fund manager selection
  • Understand pitfalls in selecting equity fund managers and how to avoid them
  • Explore regime shifts and the impact on selection
  • Discuss real life experiences and learnings from those


Registration: 12:55

Event: 13:00 - 13:40

CPD Points: 0.75


Anusha Roy, Investment Analyst, Albourne Partners

Anusha Roy has been covering alternative funds for 18 years. She graduated with a Master’s degree in investment and finance in 2001 from Middlesex University and started her career as an investment analyst at a family office in London.

She has covered both hedge funds and private equity funds across a diverse range of strategies and geographies. She started her career as a financial journalist in 2001 then subsequently joined a family office in London to cover alternative investments.

In 2016, she joined Albourne Partners, a global investment consultancy firm providing discretionary advice to institutional clients. She initially covered European equity hedge funds from Albourne’s London office but, in October 2021, she moved to Singapore to cover hedge funds in Asia as a partner at the company.

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