About Aubrey

Overview

Who we are

Aubrey Capital Management is a specialist global manager with a distinctive investment approach. Founded in 2006, it is a majority employee-owned business with offices in Edinburgh and London and offers a range of funds and mandates for both institutional and private investors.

The firm has an experienced investment team that works on a collaborative basis, but encourages independence of thought, resulting in high conviction growth strategies. The firm’s proprietary thematic approach to equities delivers high active share, consistent alpha, and is naturally conducive to strong ESG performance.

The firm’s investment strategies are highly rated by a range of external analysts and the firm is increasingly gaining recognition for the quality of its investment services, as shown by recent nominations and awards.

Aubrey Culture

The founders formed Aubrey motivated by a desire to work in an entrepreneurial, investment led and collegiate environment. The firm is guided by the following principles:

  • To deliver outstanding investment returns for clients
  • Alignment of interests with clients
  • Working closely with clients to understand their needs
  • Hiring and retaining top quality professionals
  • Building capabilities around a core competence of global investing
  • Integrity, transparency, and teamwork
  • Strong internally generated research and a proprietary ESG process
  • Risk controls at every level of the business

Timeline

March-06

Aubrey formed by Andrew Dalrymple, Sharon Bentley-Hamlyn and Barry McCorkell

December-06

Gained FCA registration

January-07

Launched SVS Aubrey Global Conviction Fund

September-07

Opened private client business

March-08

Launched Aubrey European Conviction Equities Strategy

March-12

Launched Aubrey Global Emerging Markets Opportunities Strategy

February-14

Moved into Coates Crescent, Edinburgh Head Office

March-15

Launched Aubrey Global Emerging Markets Opportunities Fund SICAV

August-15

Gained SEC registration

January-18

Firm AUM reached £500 million

March-19

Launched Aubrey European Conviction Equities Fund SICAV

December-19

Opened London office

November-20

Firm AUM reached £1 billion

April-21

Became Principles for Responsible Investment (PRI) signatory

May-21

Launched SVS Aubrey Global Emerging Markets Fund

July-21

Launched SVS Aubrey Europe Ex-UK Fund and SVS Aubrey China Fund

September-22

Launched SVS Aubrey Citadel Fund

March-24

Aubrey partners with LarrainVial

May-24

Aubrey's Global Emerging Markets Opportunities Fund made available on the Allfunds platform.