Investment Managers
With more than 20 hand-picked Investment Mangers, six of these are from the following firms:
Aberdeen Asset Management
Aberdeen Asset Management was formed in 1982, when it took on the assets of a Scottish Trust. Since its formation, growth has been both organic and through acquisition, most recently having acquired Murray Johnstone. The company was listed on the London Stock Exchange in 1991, and has total assets under management exceeding £73billion.
- The investment team conducts over 500 company visits per annum
- Team does not rely on local research or brokers for company information
- Bottom-up stock pickers with a careful stock selection process
- Look for well researched, quality companies
- Not driven by benchmarks
Invesco Perpetual
Invesco Perpetual represents the combined forces of Invesco Asset Management and Perpetual Investment Management. It's part of the AMVESCAP investment and banking group with offices in 20 countries. Neil Woodford is Head of Investment at Invesco Perpectual and has particular responsibility for equity income funds. Neil has become one of the most highly regarded fund managers in the industry.
- A pragmatic and fundamental approach to stock selection, which means Neil will not buy shares he thinks are too 'expensive'
- Approach is one of 'total return' - achieving gains through a mix of income and capital gropwth
- Usually holds around 70-100 stocks in his portfolio
- Has a long-term approach to investment, selecting stocks which he considers as having the potential to perform.
Jupiter Asset Management
Jupiter Asset Management was established in 1985 and the considerable investment and financial success of the business has allowed them to recruit and retain some of the best fund managers in the industry. Jupiter is one of the UK`s best known and most successful investment houses, and is currently managing around £20 billion of assets
- Ian McVeigh -unconstrained style, selecting stocks based on growth potential
- John Hamilton - absolute strategy with a lower risk bond portfolio
- Alex Darwell - company foucused, full understanding a business before investing
- Elena Shafton - a 'best ideas' portfolio of around 30 stocks
Newton Investment Management Limited
Newton was founded in 1978 and currently manages funds approaching £40 billion, investing money on behalf of pension funds, charities, institutions and private individuals. Newton’s sole activity is investment management and they have been managing money on a global basis for almost 30 years.
- Global perspective : global comparison of companies is key
- Team interaction : a single location allows free-flowing communication, creativity and rapid implementation of ideas
- Propritary reaserch : career global analysis drive stock selection
- Flexibiltiy of approach : pragamatic stock picking, not wedded to any
Oldfield Partners LLP
Oldfield Partners was established in 2005. Based in London, they have assets under management of US$2.3 billion, and serve the investment needs of wealthy families, pension funds, charities and institutions. Richard Oldfield has over 20 years experience having previously held senior positions with both Mercury Asset Management and SG Warburg & Co.
- No index weightings used
- Concentrated 10 stock portfolio
- Sector and country weightings are side-effects of the stock selection
- No currency hedging or shorting and no leveraging
Taube Hodson Stonex Partners
Taube Hodson Stonex Partners (THSP) is an independent fund management company. Its founders were originally the in-house investment team at J Rothschild Investment Management. Based in London, THSP manage funds for a small number of clients, their major client being the St James’s Place plc.
- Thematic approach to investment
- Emphasis on conservation of capital
- Asset allocation determined by managers
- Collegiate approach to stock section
- Recognised for global stock-picking abilities
- Most of their portfolios will hold 60-70 stocks
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