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UK Manager's Focus

A showcase of our highest conviction ideas, the multi-sleeve approach is facilitated by leveraging expertise across the suite of core portfolios.

Overview

We are long term, active UK equity stock pickers. As traditional UK equity investors we adopt a common-sense approach in what we do – long only, profitable, UK listed, direct equity investment.

Our rigorous fundamental research process enables us to identify the very best opportunities within the universe whilst keeping the spotlight on balance sheet quality, business model sustainability and valuation. We apply a naturally sceptical approach to our asset valuation process, maintaining awareness of the bear case scenario and the impact to investor returns. With no intentional style bias our portfolios offer high quality exposure across the capitalization spectrum managed in a collaborative environment from the heart of Leeds, UK.

Our UK Manager’s Focus portfolios are aligned to the same overarching common-sense philosophy applied across the team. We believe that high quality UK companies generating sustainable cash flows and trading on reasonable multiples offer significant potential to outperform the broader market over the long term.

The UK Manager’s Focus strategy can be considered our shop window – a team-based approach managed by the lead portfolio managers on the UK Equity Income, UK Mid Cap and UK Smaller Companies strategies. A showcase of our highest conviction ideas across the core portfolios, the multi-sleeve approach is facilitated by leveraging expertise across the suite of experienced portfolio managers and analysts. Maintaining responsibility for 25% of the portfolio each, the team collaborates to construct a uniquely diverse core, all cap UK offering.

Key Information

To grow in value by more than the FTSE All-Share Index, from a combination of income and investment growth over a three to five-year period after all fees and costs are deducted.

Portfolio characteristics UK Manager's Focus
Objective Long-Term Growth
Asset Class Equities
Style Core
Investable Universe UK
Benchmark FTSE All-Share Index
Allocation UK listed shares
Market capitalisation All-cap
Number of stocks 35-60
Portfolio turnover 20-40%
Inception  September 2006

Why Invest in UK Manager's Focus

Heritage

Pragmatic investors

We like to keep things simple. With a sole focus on long only, profitable, UK listed, direct equity investment, we can evade futile distractions.

Heritage

Quality bedrock

We keep the spotlight on balance sheet and business model resilience, constructing reasonably valued core portfolios comprised of quality companies listed in the UK.

Heritage

Culture of collaboration

Our close-knit team champion a collaborative desk-based environment from the heart of Leeds, where we have been managing concentrated UK equity portfolios for over two decades.

Heritage

Your UK Equity manager of choice

Learn More

Investment strategy

Investment team

Richard Bullas

Job title
Co-Head, UK Equities (Small & Mid Cap)
Ben Russon

Ben Russon, CFA

Job title
Co-Head, UK Equities (Large Cap)
Dan Green

Dan Green, CFA

Job title
Portfolio Manager & Research Analyst
Jo Rands

Jo Rands

Job title
Portfolio Manager & Research Analyst
Courtney Westcar

Courtney Westcarr, CFA

Job title
Portfolio Manager & Research Analyst

Marcus Tregoning

Job title
Portfolio Manager & Research Analyst

Will Bradwell, CFA

Job title
Portfolio Manager & Research Analyst

Anna Samuel

Job title
Investment Analyst

Our capabilities

We offer access to the strategy via segregated accounts and separately managed accounts. Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements.

Mel Bucher

Mel Bucher

Mel Bucher

Mel Bucher

Head of Global Distribution

T: +44 (0) 758 414 7720
E: mbucher@martincurrie.com

Mark Elliott

Jessie Wilson

 Jessie Wilson

Jessie Wilson, FIA, CFA

Client Portfolio Manager,
UK Equities

E: jwilson@martincurrie.com

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Important information

This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.

The information contained in this document has been compiled with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.

The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.

Past performance is not a guide to future returns.

The distribution of specific products is restricted in certain jurisdictions, investors should be aware of these restrictions before requesting further specific information.

The views expressed are opinions of the portfolio managers as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.

The analysis of Environmental, Social and Governance (ESG) factors forms an important part of the investment process and helps inform investment decisions. The strategy/ies do not necessarily target particular sustainability outcomes.

Risk warnings – Investors should also be aware of the following risk factors which may be applicable to the strategy shown in this document.

  • Investing in foreign markets introduces a risk where adverse movements in currency exchange rates could result in a decrease in the value of your investment.
  • This strategy may hold a limited number of investments. If one of these investments falls in value this can have a greater impact on the strategy’s value than if it held a larger number of investments.
  • Smaller companies may be riskier and their shares may be less liquid than larger companies, meaning that their share price may be more volatile.