Havelock Capital

At Havelock London, we are a boutique asset manager that has been built on the foundations of independent thinking and a deep understanding of the businesses we invest in. Our approach is underpinned by a robust analytical framework, supported by proprietary software and a structured process that ensures consistency and guards against emotional decision-making.

Investment Philosophy

Our investment philosophy is built around a "quality value" approach, which seeks out businesses with a strong track record of operating performance, financial discipline, and a purchase price that does not require undue optimism about the future. We believe that, by identifying high-quality companies at a reasonable price, we can increase the potential for long-term success.

Investment Approach

Our investment approach is characterised by a patient and disciplined approach, with a focus on ensuring that our portfolio is robust in a range of future scenarios. We believe that managing risk and acknowledging uncertainties are essential in achieving long-term success. Our analytical framework is supported by proprietary software and a structured process that ensures consistency and accuracy.

Fund Overview

Our flagship fund, the Havelock Global Select Fund, invests in publicly listed companies alongside our clients. We favour a long-term approach, focusing on quality businesses with a strong track record of operating performance and financial discipline. Our objective is to ensure that our portfolio is robust in a range of future scenarios, with a focus on long-term compound returns.

Team

Our team is built around a core of experienced investment professionals, with a strong track record of success in the investment industry. Our team has a deep understanding of the investment environment and a commitment to delivering long-term results for our clients.

History

Our team has a wealth of experience in the investment industry, with a strong track record of success. Our chief executive, Matthew Beddall, has led a successful investment career, having worked at the Winton Group for 17 years. Neil Carter, our chief commercial officer, has a strong background in investment management, having worked at Jupiter Asset Management and Fidelity.

Value Statement

At Havelock London, we are committed to delivering long-term results for our clients, by focusing on quality businesses and adopting a patient and disciplined approach to investment. We believe that our commitment to independent thinking, deep analysis, and a robust analytical framework sets us apart in the investment industry.