Aubrey Capital Management is a specialist global manager with a distinctive investment approach. Founded in 2006 they are a majority employee owned business with offices in Edinburgh and London and have over £1bn under management (as at 31 January 2021) across a range of funds and mandates for both institutional and private clients. The firm has an experienced investment team with a collective approach and offers both equity and multi asset portfolios.
Aubrey Investment Funds
Aubrey Capital Management’s highly experienced investment team manage a range of high conviction equity funds including Aubrey Global Emerging Markets and the S&W Aubrey Global Conviction Fund. 'About Us' provides additional information on Aubrey's investment philosophy and process and more detailed information on each strategy can be found under the relevant fund pages.
Institutional Mandates
Aubrey Capital Management also manages Global, Emerging Markets and European equity strategies as external mandates for a range of Asset Managers, Philanthropic Foundations, Pension Funds and Trustees globally. Run as portfolios or closed funds these make up a significant part of the firm’s assets under management. Notable mandates are for multiple US pension trustees and Fondaco Lux in Europe.
Wealth Management
Aubrey Wealth offers a full discretionary investment service for individual clients and their advisers and a platform based range of risk based strategies for financial advisers.
The Aubrey Global Emerging Markets Opportunities Fund focuses on rapidly growing sectors in countries with political and economic backdrops conducive to income growth.
Amongst the mid-sized European companies we are finding astounding levels of innovation, perhaps greater now than at any time in our three decades of investing in European markets.
The Aubrey Global Conviction Fund invests in growth stocks worldwide in a concentrated and index agnostic fashion, with the aim of achieving capital appreciation.
Discretionary Service
For private clients, the firm offers both global equity portfolios, following the Aubrey approach, and a multi asset portfolio service, comprising funds managed by the leading managers in their respective fields. This enables clients combined exposure to a risk rated selection of the leading funds and fund managers with the lower cost and potential for strong performance of the Aubrey global equity selection.
Aubrey provide a range of portfolio construction, objective and risk options. This approach gives scope for clients to tailor the risk and strategy to the precise level they require, to time their entry into markets and to rebalance their portfolio risk as market circumstances dictate.
Aubrey Alternative Investment Market (AIM) Model Portfolio Service
Aubrey’s investment team has managed the pan-European strategy (which includes AIM stocks) since inception in March 2008. In January 2019, Aubrey initiated a segregated AIM strategy using the same underlying ‘quality growth’ investment process used in managing the European strategy. The strategy invests in AIM listed securities with the objective of achieving long term capital growth. It is a high conviction approach focused on cash generative growth stocks with sound balance sheets and strong ESG scoring. Using a financially disciplined and growth-based approach, Aubrey invests in companies that exhibit high earnings growth and are strong, stable competitive businesses.
The AIM strategy is only available to clients of financial intermediaries, through either Aubrey’s AIM Model Portfolio or a segregated bespoke portfolio. Aubrey has no wealth planning capability, preferring to focus on its core strength in investment management.
News & Media
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