Independent
No product or distribution agenda
Selective
Depth and judgement over blanket coverage
Built for governance
Clear role, risk and evidence
Two ways to use Infundly
Independent research written by Infundly, and practical tools for structuring your own due diligence
Infundly Rated Research
Find and access strategies
Selector Tools
Structure your own due diligence
Understand the investment edge, implementation, people, governance, portfolio role and evidence behind selected funds.
Turn fund documents and meeting material into a structured first draft for professional review and committee discussion.
Fund Discovery Desk
Research-Conviction Marks
Full note for approved professionals
Committee Note Builder
Evidence gaps and follow-up questions
Committee-ready structure
From discovery to committee discussion
A connected research journey designed around how professional selectors actually work.
01
Discovery
Screen by fund attributes and research-led filters
02
Understand
Identify the strategy edge, role and key risks.
03
Challenge
Test the evidence and what could change the view.
04
Prepare
Structure the user's own due diligence for review.
Research with a clear point of view
Every note should quickly communicate why a strategy matters, where it may fir and what needs monitoring.
Deep-value global equity strategy built around normalised earnings discipline.
The strategy is built around buying companies where current earnings appear depressed relative to through-cycle earnings power, and where the market appears to be pricing in permanent impairment. That creates a distinctive decision style: patient, valuation-led, uncomfortable at times, and willing to avoid expensive benchmark winners when they fall outside the process.
Benchmark-aware core-plus bond strategy built through disciplined whole-portfolio decisions.
What stands out is the way active risk is intended to be controlled rather than avoided. The strategy is designed to add value through multiple smaller decisions across duration, curve, sectors, mortgages and security selection, rather than through one dominant macro call. In practice, this makes it more differentiated than a plain-vanilla core bond fund, but less unconstrained than a go-anywhere bond strategy.
A catalyst-led UK smaller companies strategy built around earnings inflection.
Not simply a small-cap recovery strategy. The research case rests on a more specific idea: that under-researched UK smaller companies can be mispriced when earnings prospects are improving before consensus forecasts or valuations fully reflect the change.built around earnings inflection.
A consistent Four Pillar research framework
Infundly Rated
Philosophy & Edge
Why the approach should work and what makes it different.
People & Governance
Process & Implementation
How decisions become a portfolio and risk is controlled.
One designation. Three evidence profiles.
Every Infundly Rated strategy has met the same independent research standard. Emerging, Conviction and Established describe the maturity and durability of the supporting evidence within Fund Discovery. They are not rankings, recommendations or forecasts of future performance.
Evidence & Behaviour
Accountability, incentives, culture and succession.
How the strategy has behaved across market conditions
Established III
A positive research view supported by a deeper and more durable body of evidence, including greater opportunity to observe the strategy, team and process across relevant market conditions.
What Infundly Rated Means
Infundly Rated is awarded to selected funds, investment trusts and index strategies that meet our research standards across the Four Pillars. It reflects a positive professional research judgement at the time of review.
Every approved strategy receives the same Infundly Rated designation. Within our research, Emerging, Conviction and Established provide additional context about the nature, maturity and durability of the supporting evidence. They help professional users navigate Fund Discovery; they are not separate grades of commercial badge.
Conviction II
A clear positive research view supported by sufficient evidence across the Four Pillars, including the investment edge, implementation, people, governance and observed behaviour.
Emerging I
A positive research view where the strategy has credible foundations and merits attention, but some elements of the evidence are still developing.
Latest allocator insight
Market context, manager research and due-diligence thinking for professional selectors.
Research designed for professional judgement.
Request approved access to Infundly Research and see plans for selector tools.
Infundly
Independent fund research and fund selector tools for professional users.