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Havelock London

Modern investment management

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Modern Value Investing

ABOUT US

Havelock London is a boutique asset manager founded in 2017.

As active long-term investors, company valuations matter, as a great business will only make for a great investment at the “right” price.
We are privately owned and invest in publicly listed companies alongside our clients through the Havelock Global Select Fund.

Modern

We are independent thinkers and through our own in-depth analysis we understand the businesses we invest in. Our analytical approach is supported by a range of proprietary software, and a structured process ensures consistency and guards against our decisions being clouded by emotion.

Value

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.

Investing

We are patient and our core objective is to ensure that our portfolio is robust in a range of future scenarios. By managing the risk of financial loss in this way, and acknowledging uncertainties, 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

September 14, 2023
The long-term just happened...
The long-term just happened…
It has been five years since the Havelock Global Select fund launched in August 2018. I will stop short of saying what “uncertain times” they were, as to my reckoning ...
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June 9, 2023
Back off to the races?
Back off to the races?
There has, of late, been a certain amount of punditry about “style rotation” within equity markets. Will last year’s outperformance of “value” over “growth” resume, or did the resetting of ...
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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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All News and Commentary

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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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