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Apiramy Jeyarajah
Chief Commercial Officer
Rachel Canning
Distribution Support Manager
Nedgroup Investments
- London, England – HQ
- https://www.nedgroupinvestments.com/
- 206+ Employees
Nedgroup Investments is a global asset manager with over $20 billion in assets under management. At Nedgroup Investments, we believe that everyone should benefit from the difference that the best boutiques bring. As an investment-led company, we are dedicated to finding exceptional fund managers and providing the right conditions for them to excel. We cultivate decades-long relationships to enable managers and teams to thrive in the long term, offering our clients greater choice, better access, and deeper alignment with their investments. We champion boutiques. We select excellence. We partner for decades.
The Nedgroup Investments Contrarian Value Equity Fund is built on a long-term approach, deep fundamental research and a 30-year investment framework.
Share price overreactions, whether due to quarterly earnings calls or exogenous, macroeconomic events, illustrate the short-term volatility of markets. For long-term fundamental investors like us, this creates opportunities to capture multi-year transformations such as management turnarounds, innovation, restructuring, growth and secular tailwinds – shifts which the market is slow to recognise. Our 3-5 year investment horizon allows us to identify these global investment opportunities across a range of sectors.
We are particularly attracted to stocks with strong foundations, solid returns on capital, and management teams with strategic vision, avoiding stocks with high disruption risk or concentrated revenue drivers. Our approach is patient and driven by bottom-up fundamental analysis and qualitative insights.
Every investment decision is driven by a disciplined approach to valuations with emphasis on the core businesses of a stock to evaluate predictable earnings growth. This means our entry point is when a stock has fallen out of favour with the market, and we actively build positions over time based on price weakness to reflect our conviction. Stocks remain in the portfolio as long as their fundamentals are not fully reflected in the valuation. Throughout the process, we constantly review our valuations in the worst, base and top case scenarios to calibrate risks and our level of conviction.
This is a time-tested, long-term focused strategy which exploits the inefficiencies of the market to offer patient investors superior long-term results.
The Nedgroup Investments Global Strategic Bond Fund is designed to navigate the complexities of the global core bond market with a focus on stability and value. Managed by multi decade investors, this strategy aims to deliver steady long-term returns through high quality bonds. Top down (through rates allocation) and bottom-up (through credit selection) asset allocation is very agile and proactive, capturing perspectives to offer investors a reliable income stream and portfolio diversification of returns, away from equity-related profiles.