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Fundamental Asset Management Ltd
Fundamental Asset Management is an independent, owner managed, investment management firm with an unrivalled knowledge of the AIM market. It has successfully provided AIM Portfolio Management with Inheritance Tax planning to private investors, trusts and institutions since 2004.
Fundamental Asset Management has extensive experience investing in AIM and has delivered outstanding returns to clients since 2004. At its foundation is our in-depth, in-house research. Our portfolios invest in companies that have demonstrable earnings, cash generation, robust balance sheets, well-aligned management and often compelling dividend yield.
Key team members
Chris qualified as a Chartered Accountant in 1989 and was formerly with Deloitte & Touche and Knill Padgham & Grande where he focused on smaller companies in the UK and Europe. From 1991 to 1999 he was a senior adviser with a specialist business consultancy providing advice to small firms in the financial services, commercial and industrial sectors as well as a Director of small private companies. From 1999 to 2004 he was a senior member of the investment management team of the Washington US Fund Ltd, a successful long/short equity fund investing in small and mid cap companies as well as Chief Financial Officer of Washington Financial Group which had offices in New York, London and Monaco.
Stephen has been involved in the financial services sector since 1990. He was formerly with UBS as a sales trader on the portfolio trading desk and Washington Financial Group. Stephen was based in London for the majority of his 8 years at UBS, but also worked in the Paris and New York offices. Whilst at Washington Financial Group Stephen was senior trader and a key member of the management team of the Washington US Fund, a successful equity small and mid cap long/short fund.
Example portfolio companies
A selection of the companies held in the Fundamental AIM Portfolios. Please note that not all portfolios will hold all companies due to size, timing etc.
AB Dynamics Plc - engages in the design, manufacture, and supply of testing and measurement products for vehicle suspension, brakes, and steering to the automotive research and development sector.
Alpha FX Group Plc - provides foreign exchange services to corporates and institutions. Its activities include initial design and implementation of hedging strategies; on-going management and monitoring of currency risks; and the provision of technology solutions.
James Halstead Plc - manufactures and distributes flooring products. It operates through the following brands: Polyflor, Objectflor, and Expona. The company was founded by James Halstead on May 10, 1915 and is headquartered in Manchester, the United Kingdom.
RWS Holdings Plc - A patent translation and search company that provides intellectual property translation and information services.