News

We are delighted to announce that the LF Havelock Global Select Fund has been awarded a ‘Positive Prospect’ rating by Square Mile Investment Consulting & Research Limited.

In their summary, the Square Mile Research Team said:

‘This rating highlights the fund’s potential of becoming a major competitive proposition. The fund’s manager, Matthew Beddall, has a lengthy career of investing in global equities having previously worked at Winton for 17 years. The fund launched in August 2018 and has so far delivered a positive track record to its investors. We believe the fund is likely to appeal to investors who want exposure to a concentrated global value portfolio where the manager applies flexible allocation to limit the funds risk, thus leading to long-term outperformance.’

Thank you to the Square Mile Research Team for the time and effort they invested in getting to know Havelock London and our fund.

Read Havelock London CEO Matthew Beddall’s thoughts about the rise of data science and its increasing use in investment management as part of an article in Portfolio Adviser. Matthew also talks about how at Havelock London the aim is to use machines to leverage human capability, not replace it.

Read now on Portfolio Adviser

Havelock London, the new data-driven investment management company, announced today that it is now authorised and regulated by the Financial Conduct Authority (FCA). The company is the first to have successfully passed through the FCA’s new Asset Management Authorisation Hub, which was launched at the end of 2017.

Havelock London plans to manage a UK-domiciled, global UCITS fund launching later this year, with the aim of combining traditional investment management with modern data science and technology.

Matthew Beddall, Havelock London’s CEO, said:

This is a significant milestone in the development of Havelock London and moves us closer towards realising our ambition of building a modern investment management business. We had a very positive experience of the new FCA authorisation hub and are delighted to be the first company to complete the application process through this initiative. We are looking forward to managing a new product which reflects our long-held belief in value investing and our experience in using data, statistics and technology to make investment decisions. We think the exponential growth in data that the world is experiencing is something that can be harnessed to help us better understand the companies that we invest in.

It was great to chat with Jake Moeller about the philosophy behind Havelock London. Please catch the podcast
here.

— Matthew

We are delighted to announce that we have chosen to work with Link Asset Services as our Authorised Fund Manager, see press release below for more details.

Havelock London selects Link Asset Services as its Authorised Fund Manager

New UK market entrant Havelock London has appointed Link Asset Services as the Authorised Fund Manager (AFM) for the launch of its inaugural fund later this year.

Havelock London intends to combine traditional investment management with modern data science and technology. It will focus on a small number of well-understood investments, and identify long-term value opportunities as a result of extensive data analysis and a disciplined investment selection process.

Link’s appointment as AFM to Havelock London follows a series of new wins for Link’s fund solutions team following its sale to Australia’s Link Group in November 2017 and cements its position as the UK’s leading independent Authorised Fund Manager and European fund Management Company.

Peter Hugh-Smith, Managing Director, fund solutions at Link Asset Services, said: “We are delighted to be appointed as AFM to Havelock London — an appointment that recognises our market leading expertise in supporting innovative market entrants. Havelock London brings an exciting investment approach to the market and we look forward to supporting, and assisting Havelock London in achieving their goals.”

Matthew Beddall, CEO and founder of Havelock London added:
“The explosion in the amount of data available to investment managers has the potential, when used properly, to revolutionise the way we analyse companies, invest money and report to customers. We are excited to be working with Link Asset Services as a key partner in our efforts to achieve this.”