Business Details
19 Years
experience
Expert Investment Advisory Services in London
Lancaster Investment Management is an independent investment partnership established in 2007, dedicated to delivering disciplined and research-driven equity strategies. Our approach focuses on concentrated portfolios underpinned by rigorous fundamental analysis, targeting superior risk-adjusted returns over multi-year horizons. We serve institutional clients globally, including endowments, foundations, pension funds, and family offices, from our headquarters in London. Regulated by the UK Financial Conduct Authority, the US SEC, and registered with the Central Bank of Ireland, we uphold the highest standards of compliance and professionalism.Our investment philosophy prioritises understanding business drivers, competitive dynamics, and valuation discipline, ensuring capital allocation decisions align with long-term sustainability. With a team of experienced professionals, we combine deep sector expertise with a client-centric ethos to meet the evolving needs of our investors. Our commitment to transparency, ethical practices, and continuous engagement reinforces our position as a trusted partner in global asset management.
Services
Absolute Return Fund
Developed Markets Fund
Global Equity Fund
European Equity Fund
European Long/Short Equity
Absolute Return Focus Fund
Details
- Year established: 2007
Highlights and features
- We have over 15 years of experience managing concentrated equity strategies.
- Our team conducts deep fundamental research to identify investment opportunities.
- Regulated by leading authorities including the FCA and SEC.
- We focus on long-term value and risk-adjusted returns.
- Serving institutional clients globally since 2007.
Associations and certifications
- Financial Conduct Authority (FCA)
- United States Securities and Exchange Commission (SEC)
- Central Bank of Ireland (CBI)
- Qualified Professional Asset Manager (QPAM)
Services
Absolute Return Fund
Our Absolute Return Fund aims to generate positive returns regardless of market conditions through concentrated equity positions. Utilising fundamental research, we identify undervalued companies with strong capital allocation. This strategy suits institutional investors seeking diversification and risk mitigation.
Global Equity Fund
The Global Equity Fund focuses on long-term growth by investing in high-quality companies worldwide. We prioritise businesses with sustainable competitive advantages and robust cashflows. This service caters to clients aiming for diversified exposure to global markets.
European Long/Short Equity
This strategy employs both long and short positions in European equities to capitalise on market inefficiencies. By balancing directional risk, we aim to deliver consistent returns with reduced volatility. Ideal for investors targeting tactical European market opportunities.
Developed Markets Fund
The Developed Markets Fund targets equities in mature economies, focusing on valuation discipline and capital preservation. We leverage in-depth analysis to select companies with resilient business models. Designed for clients seeking stable growth in established markets.
European Equity Fund
Our European Equity Fund invests in companies across the continent, emphasising fundamental strength and competitive positioning. We seek long-term value through rigorous bottom-up research. This service supports investors aiming to capitalise on European market dynamics.
Questions
What investment strategies does Lancaster offer?
We specialise in concentrated equity strategies, including absolute return, global equity, and European long/short funds tailored for institutional clients.
Who regulates Lancaster Investment Management?
We are regulated by the UK Financial Conduct Authority, registered with the US SEC, and authorised by the Central Bank of Ireland.
What types of clients do you serve?
Our clients include endowments, foundations, pension funds, and family offices seeking institutional-grade investment solutions.
How can I access fund pricing information?
Latest fund prices are available on our website under the 'Latest Prices' section for each specific fund.
Where is Lancaster headquartered?
Our main office is located at Yalding House, 152-156 Great Portland Street, London W1W 6AJ.
