Client reporting and communication are tailored to specific client needs and include quarterly reports with commentary on the assets held within the portfolio. Clients have consistent access to the Client Services Department as well as our portfolio managers.
We can and do accommodate special client needs, either in terms of content or presentation format. It is also our policy to assign two portfolio managers to each account to ensure seamless service and good communications. In addition, due to the generally high degree of overlap in the accounts, all members of the team are conversant with the securities held in most accounts.
To further ensure strong client communication, clients are encouraged to access information through our website at www.cundill.com and via e-mail at invest@cundill.com.
Distinctive Features Contributing To Our Success
Continuity of advisor:
The Cundill Group is in its thirtieth year under the investment guidance of Peter Cundill.
Co-Investing:
Peter Cundill, is one of the largest individual clients of the firm.
Continuity of philosophy:
The philosophy is based on the Benjamin Graham “value” style of investing and it is applied on a global basis.
Continual upgrading of process:
The Cundill Group is committed to the employment and development of investment in professional staff and as use of technology in order to improve the investment process.
Global perspective:
Offices are located in Canada and Bermuda, with representation in the UK and Japan; investments are global.
