CFP SDL Free Spirit® Fund

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  • 03 mins 02 secs

Learning: Unstructured

Keith Ashworth-Lord, CIO & Eric Burns, Chief Analyst, highlight the key characteristics of the SDL Free Spirit Fund, how they integrate business perspective investing, as well as the similarities and differences between funds.
Channel: Boutiques Connect
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Amati Global Investors

Specialists in small and medium-sized companies, Amati Global Investors was established in Edinburgh in 2010 with the objective of giving investors exposure to dynamic growing areas of the market. We aim to curate diverse portfolios of carefully analysed businesses capable of performing in a variety of market conditions. Independent and committed to active management, we have created an environment that enables our investment teams to work together effectively, focusing on making good investment decisions for our clients.
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Fulcrum Asset Management

Founded in 2004, Fulcrum Asset Management is a highly innovative, independently owned asset manager with a broad range of responsible investment capabilities. The firm manages £4.5bn* on behalf of a global client base of institutions, wealth managers and private investors. In addition, through our Solutions Team, we manage bespoke multi-asset and specialist mandates on behalf of pension funds, institutions and charities. The detailed macro research that we employ across our investment process provides the foundation to our entire approach. Ultimately our mission is to help our clients across the globe achieve their investment objectives in the most sustainable way possible. All of our strategies offer transparency, liquidity and competitive fee structures. *As at 28 February 2022
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Kennox Asset Management

Kennox is an independent global equities investment manager based in Edinburgh, Scotland. Our sole focus is the Kennox Strategic Value strategy, a high conviction portfolio launched by our investment team in 2007. We are active value investors and think only long-term. Our independence gives us the genuine ability to do this – a key advantage in a market driven by often counter-productive short-termism. Our straightforward but highly focused approach leaves us free from unnecessary distractions, and ensures that we are optimally placed to deliver attractive, risk adjusted, long-term investment returns. Naturally we are investors in the strategy.
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Sanford DeLand

Sanford DeLand Asset Management (SDL) was established in March 2010 and manages the UK Buffettology Fund and the Free Spirit Fund. Unlike many City asset management firms, over 40% of the company's share capital is owned by the directors of the business. SDL manages its funds according to the philosophy of Business Perspective Investing, widely acknowledged as one of the most successful long term investment strategies associated in particular with Warren Buffett and other disciples of Benjamin Graham.
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Seilern Investment Management

Seilern Investment Management is a London-based asset manager that provides quality growth investment strategies to pension funds and other institutional investors including family offices and fund of funds. For the past thirty years, we have been focused on delivering superior returns to long-term investors, through a range of high-conviction, low-turnover equity portfolios, which are rigorously researched by our investment team. We aim to identify quality businesses that have a long-term sustainable advantage and predictable growth. The Seilern fund range includes global, US and European equity portfolios.
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