Modern Value Investing
Havelock London is a boutique asset manager founded in 2017.
As active long-term investors, company valuations matter, as a great business will only make for a great investment at the “right” price.
We are privately owned and invest in publicly listed companies alongside our clients through the Havelock Global Select Fund.
We are independent thinkers and through our own in-depth analysis we understand the businesses we invest in. Our analytical approach is supported by a range of proprietary software, and a structured process ensures consistency and guards against our decisions being clouded by emotion.
We invest according to a “quality value” philosophy that looks for businesses with a track record of strong operating performance, financial discipline and a purchase price that does not require undue optimism about the future.
We are patient and our core objective is to ensure that our portfolio is robust in a range of future scenarios. By managing the risk of financial loss in this way, and acknowledging uncertainties, we believe we can increase our chances of delivering superior long-term compound returns.
Latest News and Commentary
Matthew Beddall | Chief Executive Officer
Matthew worked at the Winton Group for 17 years, eight of which he served as Chief Investment Officer. As CIO, he had responsibility for overseeing the firm's investment activities, including the flagship Winton Futures Fund. During his tenure, Winton grew to have $32 billion in assets making it one of the largest hedge funds in Europe. He also sat on the Board as a Director, and on the Executive Committee.
Matthew previously graduated with a degree in Mathematics and Computer Science, and went on to earn a Master’s degree in Applied Statistics. His extensive professional experience has given him a strong set of investment beliefs, all of which he applies to his own money within the WS Havelock Global Select Fund.
Neil Carter | Chief Commercial Officer
Neil worked at Jupiter Asset Management for over 13 years, where he held a number of roles including Head of Strategy for Global Financial Institutions. He was responsible for distributing Jupiter’s products both in the UK and internationally, during which time he developed an in-depth understanding of the global investment management market.
Before Jupiter, Neil worked at Fidelity for four years, after graduating from his degree in Physics. He completed his Executive MBA at Henley Business School, where his dissertation focused on the importance of re-building customer trust in financial services. This focus on putting customers first has been embedded in the company’s culture from day one.