![]() |
|||||||||||||||
|
|||||||||||||||
|
A Consistent Approach Aberforth Partners was established in 1990 to provide institutional investors with a high level of resources focussed exclusively on small UK quoted companies. Since then funds under management have grown to approximately £1,550 million (as at 30 June 2008). Aberforth Partners is wholly owned by the seven partners listed at the bottom of this page. Going for Value Aberforth's style is to focus on 'value investing' and this approach is consistently maintained throughout all our funds. Our approach has been developed over time and does not use any one style or sub-set of value investing. Aberforth recognises that different types of businesses perform better than others depending on the stage of the economic cycle and we incorporate this into our portfolios. Our value approach can compliment other growth-orientated funds to help spread the risk in an investment portfolio. In-Depth Research Aberforth undertakes its own fundamental research before reaching an investment conclusion. A key element of this is regular meetings and contacts with the management of small companies throughout the UK. This means that our funds have access to first hand information in what is a relatively under-researched area of the stockmarket. UK Investment Focus Aberforth Smaller Companies Trust and Aberforth UK Small Companies Fund both have virtually identical diversified portfolios comprising approximately 100 investments. Aberforth Geared Capital & Income Trust has a similar diversified portfolio, comprising approximately 80 investments, but with a higher average yield than our other funds' portfolios. Corporate Governance Aberforth's corporate governance policy and a summary of votes cast are available upon request. If you would like more information about Aberforth Partners or any of our funds, please Contact Us. Partners of Aberforth Partners LLP Andrew P. Bamford, John M. Evans, Euan R. Macdonald, Richard M.J. Newbery, David T.M. Ross, David Warnock, Alistair J. Whyte. Further details regarding Aberforth Partners LLP are contained within the Legal Disclaimer. |
|||||||||||||||