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Havelock London

Modern investment management

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Modern Investment Management

ABOUT US

Havelock London is a boutique investment management company founded in 2017.

We take the responsibility of managing our customers' money seriously. We are long-term investors in a small number of well understood companies. We look beyond short-term price movements. Our interests are aligned, as our money is invested in the fund alongside our customers.

Modern

Our approach is to estimate what we think a company is worth, by using data about its underlying business. We want to understand how it generates its profits and then form a view about what the future might reasonably hold. We consider a range of possible outcomes and our statistical mindset helps us quantify the likelihood of each. We do this using a range of proprietary software.

Investment

We invest according to a “quality value” philosophy that looks for businesses with a track record of strong operating performance, financial discipline and a purchase price that does not require undue optimism about the future. As long-term investors, company valuations matter to us, as a great business will only make for a great investment at the “right” price.

Management

We have a structured investment process that ensures consistency and guards against our decisions being clouded by emotion. Our core objective is to make sure that our portfolio is robust in a range of future scenarios. By managing the risk of financial loss in this way, we believe we can increase our chances of delivering superior long-term compound returns.

About Our Fund

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Fund Information

Latest News and Commentary

March 16, 2023
KYB - Know Your Banks
KYB – Know Your Banks
The collapse of Silicon Valley Bank has sent shockwaves through the financial markets, with many investors being blind-sided by the true state of their balance sheet that led to a ...
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February 14, 2023
What have we learnt from history?
What have we learnt from history?
The world appears to be at something of a crossroads, with investors divided as to if last year was a temporary setback for markets, or if we have moved into ...
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January 10, 2023
"Quality" is in the eye of the beholder
“Quality” is in the eye of the beholder
In the last decade quality has become something of a buzz word in investing. I suspect that no right-minded investment manager would set out their stall based on saying they ...
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October 12, 2022
Uninvestable?
Uninvestable?
For some time, we have held the view that the UK stock market contains some decent companies that look cheap relative to a reasonable view of their future. We have ...
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September 22, 2022
The kindness of strangers
The kindness of strangers
As a nation the British like to borrow. In the thirty years prior to 2008, companies and households steadily took on more debt, punctuated by a “credit crisis” that called ...
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August 3, 2022
They think it's all over...
They think it’s all over…
After a sharp rally in July that saw many previous stock market darlings recover some of their earlier falls, investors could be tempted to ‘think it’s all over’. The 10-year ...
Read More
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Directors

Matthew Beddall

Matthew Beddall | Chief Executive Officer

Matthew worked at the Winton Group for 17 years, eight of which he served as Chief Investment Officer. As CIO, he had responsibility for overseeing the firm's investment activities, including the flagship Winton Futures Fund. During his tenure, Winton grew to have $32 billion in assets making it one of the largest hedge funds in Europe. He also sat on the Board as a Director, and on the Executive Committee.

Matthew previously graduated with a degree in Mathematics and Computer Science, and went on to earn a Master’s degree in Applied Statistics. His extensive professional experience has given him a strong set of investment beliefs, all of which he applies to his own money within the LF Havelock Global Select Fund.

Neil Carter

Neil Carter | Chief Commercial Officer

Neil worked at Jupiter Asset Management for over 13 years, where he held a number of roles including Head of Strategy for Global Financial Institutions. He was responsible for distributing Jupiter’s products both in the UK and internationally, during which time he developed an in-depth understanding of the global investment management market.

Before Jupiter, Neil worked at Fidelity for four years, after graduating from his degree in Physics. He completed his Executive MBA at Henley Business School, where his dissertation focused on the importance of re-building customer trust in financial services. This focus on putting customers first has been embedded in the company’s culture from day one.

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    The value of investments may fall as well as rise. Investors may not get back the amount originally invested. Past performance is not a reliable indicator of future results.

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    Havelock London Ltd is authorised and regulated by the Financial Conduct Authority (FCA reference number: 799920). The company is registered in England & Wales at 19 Eastbourne Terrace, London W2 6LG (registered number: 10874884).

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