DD Ongoing
BERYL ONGOING DUE DILIGENCE is an extension of our initial due diligence. Our goal is to remain proactive and identify potential risks. We schedule monitoring calls on a quarterly basis to discuss recent fund performance, peer group comparison, changes in portfolio construction, near and medium-term outlook in light of prevailing market conditions, significant asset flows, key staff hire or departures and more. We call a manager immediately if we determine anything that could lead to a potential problem (violation in position limit rules, large redemptions, significant change in performance, exposure to a volatile area of the market, etc).