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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

May 24, 2022
Bargains galore?
Bargains galore?
As of writing the Nasdaq index of “growth” stocks has fallen by 27% in the year to date*. Why has it fallen by so much and does it mean there ...
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May 4, 2022
Thinking outside the (wine) box
Thinking outside the (wine) box
With summer fast approaching, it rekindles memories of perusing the wine list on holiday and being confronted with many unfamiliar names, producers, and grape varieties, with the occasional familiar ‘brand’ ...
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March 8, 2022
What's our edge?
What’s our edge?
As an active investment manager, we put ourselves forward as being able to deliver better than average performance for our clients. This is a tall order. To believe it is ...
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January 20, 2022
Could one bad Apple spoil the whole barrel?
Could one bad Apple spoil the whole barrel?
The extent to which a small number of large companies supported the major stock index returns in 2021 has been well written about in the financial press. For example, a ...
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December 13, 2021
Does your swimming costume still fit?
Does your swimming costume still fit?
As the pandemic continues into its third year, many of us had to put our overseas holiday plans on hold again in 2021.  Whilst it is sensible to hold off ...
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December 6, 2021
A Healthy Opportunity Set
A Healthy Opportunity Set
The movements of popular stock indices dominate the headlines, and all too often the psyche of investors. Given the large price increases in most stock indices for the year, it ...
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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