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Skerryvore Asset Management Ltd is an investment manager authorised and regulated by the Financial Conduct Authority (“FCA”) in the UK (FRN: 769109) and is registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”) (registration of an investment adviser does not imply any level of skill or training). The information on this website has not been approved or verified by the FCA, the SEC or by any US state securities authority.
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This video intended for professional clients in the UK, and where lawful, for professional/institutional and qualified clients elsewhere. It is not intended for distribution to the general public.
Investing involves certain risks including:
- The value of investments and any income from them may go down as well as up and are not guaranteed. Investors may get back significantly less than the original amount invested
- Currency risk – the strategies invest in assets which are denominated in other currencies; changes in exchange rates will affect the value of the strategy(ies) and could create losses. Currency control decisions made by governments could affect the value of the strategies’ investment.
- Emerging market risk – emerging markets tend to be more sensitive to economic and political conditions than developed markets. Other factors include greater liquidity risk, restrictions on investment or transfer of assets, failed/delayed settlement and difficulties valuing securities
Where featured, specific securities or companies are intended as an illustration of investment strategy only and should not be construed as investment advice or a recommendation to buy or sell any security.
By proceeding, you confirm that you meet the criteria of a qualified investor and understand that the information presented is for informational purposes only and does not constitute financial advice, an offer, or a solicitation to invest.
If you do not meet the requirements of a qualified investor, please refrain from accessing this content. Skerryvore Asset Management accepts no liability for any reliance placed on the information by individuals who do not qualify.
Links to specific questions:
- 0:18 Introduction
- 0:34 Why Skerryvore?
- 1:11 Why invest in the emerging world?
- 3:28 What is your investment philosophy?
- 4:05 Why does alignment matter?
- 5:02 Why is the index a poor guide to returns?
- 6:01 How do you find emerging market leaders?
- 7:13 How do you find new companies?
- 7:52 Describe the investment process – what are the four lines of defence?
- 10:47 How does a business on the watchlist make it into the portfolio?
- 11:12 What businesses do you like to invest in?
- 13:06 What companies do you avoid?
- 14:13 What can investors expect from the strategies?
- 15:06 What is the most valuable lesson you’ve learned in over 20 years of investing?
- 15:36 Thank you – For more information
