Business Details
9 Years
experience
Quality Value Investment Experts in London
Havelock London is a boutique asset management firm established in 2017, dedicated to delivering long-term investment growth through a disciplined quality value philosophy. Our approach combines rigorous fundamental analysis with proprietary software tools to identify undervalued businesses that demonstrate strong operating performance and financial discipline. As active investors, we prioritise valuation accuracy to ensure investments do not rely on overly optimistic future projections. Our team brings decades of experience from leading financial institutions, applying structured processes to mitigate emotional decision-making while maintaining flexibility to adapt to evolving market conditions.We operate with transparency and invest alongside our clients in the Havelock Global Select Fund, aligning our interests with those of our investors. Our culture emphasizes humility, continuous learning, and a commitment to understanding both quantitative metrics and qualitative business characteristics. We focus on constructing diversified portfolios that balance core holdings, asset-based opportunities, and special situations, while maintaining a margin of safety against market uncertainties.
Services
Portfolio Management
Investment Advisory
Risk Management
Asset Allocation
Fund Management
Financial Analysis
Market Research
Long-term Strategies
Global Equity Selection
Value Investing
Details
- Year established: 2017
Highlights and features
- We have over 17 years of experience in investment management from leading global firms.
- Our proprietary analytical tools support disciplined, emotion-free investment decisions.
- We maintain a strict valuation discipline to ensure margin of safety in all investments.
- Our team invests alongside clients in the Havelock Global Select Fund.
- We combine quantitative analysis with deep qualitative business understanding.
Associations and certifications
- Financial Conduct Authority
Services
Portfolio Management
Our portfolio management service focuses on constructing diversified global equity portfolios using quality value principles. We select businesses with strong fundamentals at attractive valuations, maintaining disciplined risk controls. The service caters to investors seeking long-term capital growth through strategic asset allocation.
Fund Management
We manage the Havelock Global Select Fund, applying rigorous analysis to identify undervalued global equities. Our approach combines quantitative tools with qualitative assessment to deliver diversified exposure across core holdings, asset-based opportunities, and special situations for long-term growth.
Investment Advisory
Our advisory service provides expert guidance on value-based investment strategies, focusing on businesses with strong operating performance and financial discipline. We help investors understand market opportunities through our proprietary analysis framework and structured decision-making process.
Risk Management
We implement comprehensive risk management through valuation discipline, diversification across investment categories, and margin-of-safety principles. Our approach addresses balance sheet risks while maintaining exposure to businesses with durable competitive advantages and strong cashflow generation.
Market Research
Our research focuses on identifying undervalued global equities through fundamental analysis of business models, management quality, and financial metrics. We combine proprietary tools with in-depth analysis to uncover opportunities where market valuations misrepresent long-term business potential.
People
Matthew Beddall
Chief Executive Officer
Matthew has 17 years' experience at Winton Group, including 8 years as Chief Investment Officer overseeing $32 billion in assets. He holds degrees in Mathematics and Computer Science, with a Masters in Applied Statistics.
Neil Carter
Chief Commercial Officer
Neil brings 13 years' experience from Jupiter Asset Management, including Head of Strategy roles. He holds a Physics degree and Executive MBA from Henley Business School, focusing on customer trust in financial services.
Questions
What investment philosophy does Havelock London follow?
We employ a quality value philosophy, seeking businesses with strong fundamentals at valuations that don't require optimistic assumptions.
How is the Havelock Global Select Fund structured?
The fund holds 30-40 global equities across core holdings, asset-based opportunities, and special situations with top ten positions comprising up to 50%.
What risk management practices do you employ?
We maintain valuation discipline, diversification across three investment categories, and focus on businesses with strong balance sheets and cashflow generation.
How can investors access the fund?
Investors should consult the Key Investor Information Document and prospectus available through Link Fund Solutions or our website.
What differentiates your investment approach?
Our approach combines proprietary analysis, structured processes, and long-term perspective with active ownership and continuous learning.
