Informed Strategy SMARTfunds

Investment Adviser

Old Broad Street Research (OBSR)

Established in 1999 by Richard Downs and Richard Romer-Lee, the OBSR Executive Directors have since been joined by Nigel Whittingham. Between them they have over 75 years of directly relevant experience and are all well known and respected in their fields of expertise.

OBSR's research philosophy and approach is not only long-established but is also developing over time in order that it remains robust and relevant in an ever changing industry. OBSR's research is respected by fund managers, product providers and professional intermediaries alike, with OBSR Fund Ratings widely acknowledged as an independent mark of quality.

OBSR's philosophy is grounded in the belief that a qualitative approach is critical to providing forward-looking research and opinions. OBSR believes that a qualitative understanding of a manager, gained through face-to-face meetings, is the only way to understand how a fund is managed, what it sets out to achieve and the prospects of those objectives being met in the future. It also provides a meaningful framework to assess historical trends and returns. While OBSR are committed to a qualitative research approach, they also acknowledge that it needs to be supported by quantitative analysis to either validate or question our understanding of a fund's characteristics. This is particularly true where they are looking to assess how a fund is likely to perform in different market conditions.

To find out more about OBSR, please visit www.obsr.co.uk.