Insights Into Wealth

Author: BULLWEALTH

Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
Be a guest on this podcast

Language: en

Genres: Business, Investing, Management

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it

Trailer:

Get all podcast data

Listen Now...

Explained – BULLWEALTH’s Investment Oversight & Due Diligence Process
Episode 49
Sunday, 29 March, 2026

Today, Randy Gunn, BULLWEALTH’s VP and Portfolio Manager, is joined by Savva Cherdantsev, BULLWEALTH’s Managing Director, Research & Investments, to discuss our approach to oversight and due diligence of your investment managers. Due diligence has been a cornerstone of BULLWEALTH’s investment process for over 25 years, and while our approach continues to evolve, it remains grounded in a disciplined quarterly review of each investment manager’s performance, including the key drivers and attributes behind these results. In today’s discussion, Randy and Savva outline our due diligence framework, the insights generated from our ongoing oversight, and the enhanced sell discipline we have developed over the past year to better determine when a manager should be replaced. We hope today’s podcast provides greater insight into how we oversee your investment managers and enhances your transparency of your investment portfolio.