Below is a list of the largest UK asset managers ranked by total global AUM. Our units are overseen by teams of seasoned, talented investors who carry a keen business acumen and leading-edge financial expertise. It was a global equity management firm which became a private limited company. LinkedIn. Whelan Scott Asset Management and Cambridge are not affiliated. A hedged version of the Fund is also available. Registered address as above. This means that each idea is subject to intense, forensic examination. All recommendations need to withstand the scrutiny of the whole team. This concentration of exposures may increase the volatility of the Fund’s unit price, and increase the risk of poor performance. Investment involves risk. Every member of the Research team is responsible for understanding how companies’ sustainability credentials stack up.

That’s still a rounding error compared with the $1.4 trillion overseen by Wells Fargo Advisors, the bank’s traditional employee-based brokerage business. Our commitment to the local art community is reflected in our established partnerships with — and sponsorship of prizes at — the New Contemporaries, the Royal Scottish Academy, the Royal Glasgow Institute of The Fine Arts and the Royal Scottish Society of Painters in Watercolour. Generally, the higher the potential return of an investment, the greater the risk. © Walter Scott & Partners Limited 2010 - 2021, Authorised and regulated by the Financial Conduct Authority. Your web browser will automatically redirect you to the site in a few moments. Direct links to the EDGAR source material. It provides its services to high net worth individuals, banks or thrift institutions, corporate pension and profit sharing plans, Taft-Hartley plans, Voluntary Employee Beneficiary Associations, trusts, … The performance information shown above may differ to the information in the performance report due to rounding. FCA Head Office: 12 Endeavour Square, London E20 1JN www.fca.org.uk. The defining characteristics of how we invest are our in-house research, a global perspective, a long-term investment horizon and team-based decision-making. In the wake of COVID-19: should investors fear inflation? Management costs are made up of a management feeof 0.90% pa, an estimated performance fee of 1.63%pa*, recoverable expenses of 0.00% pa and other indirect costs of 0.00% pa. All investments carry risk. They are integral to our investment analysis and decision-making, not an adjunct. Public filings of Scott-Macon Asset Management Fund LLC raised by Scott-Macon Asset Management Inc located in , . We discuss with spirit so that we can make high conviction decisions. Rather than trying to produce growth forecasts, the focus was on understanding why some companies grow. We were established in 1983 to manage bespoke equity portfolios for institutional clients around the world. EH2 4DR Our exploration of the investment world seeks out companies with certain qualitative and quantitative characteristics. ESG considerations to help identify what to invest in and what to avoid, and the need to continually review investments. Other than Macquarie Bank Limited (MBL), none of the entities noted in this document are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). Direct links to the EDGAR source material. We analyse companies from all over the world which meet our stringent investment criteria and standards, regardless of their geography, industry or market capitalisation. Accounts. The ESG Library holds annual and quarterly ESG reports, relevant articles from our Insights section and engagement case studies. The investment team travels extensively to meet directly with company management, to form a first-hand view of a company’s potential for long-term success. AUM: GBP 18.4B as of September 30, 2020 H 2 O Asset Management is a London-based firm that primarily specializes in global macro investment strategies. Environmental, social and governance issues have been integral to our company research since the firm’s establishment in 1983. Company status Active Company type Private limited Company Incorporated on 7 June 1985. Assets Under Management - AUM: Assets under management (AUM) is the total market value of assets that an investment company or financial … Edinburgh At Walter Capital Partners, our investment model extends beyond contributing capital to businesses with the potential to grow. Our Giving Group was established to formalise our charitable and philanthropic grants. This information has been prepared by Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321) the issuer and responsible entity of the Fund referred to above. We work to protect and enhance our clients’ assets. Thank you for visiting the Macquarie Investment Management website. The company’s registered address is Progeny, 1A Tower Square, Leeds, LS1 4DL. Different investments carry different levels of risk, depending on the investment strategy and the underlying assets. It should not be relied upon in determining whether to invest in the Fund. Walter Scott Global Equity. Scott Gaynor is Former Chief Operating Officer at Myriad Asset Management Limited. We empower a select group of passionate portfolio partners, operating within the asset management industry, who share the goal of sustained and profitable growth. Progeny is a trading style of Progeny Asset Management Limited and is used by various companies within the Progeny group of companies. Get over 220,000 … In 1983 he left Ivory and Syme to found Walter Scott and Partners with two other partners. Every member of the team is responsible for embracing these crucial, fundamental attributes. Culture is everything. Asset Management: Our asset management proposition is based on exhaustive investment expertise, in-depth asset allocation experience, and a holistic approach between portfolio management and institutional quality customer service. To ensure we direct you to the appropriate site, please indicate whether you are an individual investor, a financial adviser or an institutional investor, by clicking on the relevant button below: By proceeding to the financial adviser portal you certify that you are a wholesale client within the meaning of Section 761G of the Corporations Act 2001. Total returns are calculated based on changes in net asset values and assumes the reinvestment of distributions. Assets managed by ... 38 Asset Management One International (3)Japan 433,000 - ... 184 Walter Scott & Partners* UK 55,422 54,067 Our focus has always been on corporate sustainability, defined as the capacity of a business to endure. Walter Scott & Partners Limited (Walter Scott) believes in active, bottom-up stock selection. Poor performance or losses in domestic and/or global share markets are likely to negatively impact the overall performance of the Fund. It may also result in the Fund’s returns differing significantly from its Benchmark. Share markets can be volatile and have the potential to fall by large amounts over short periods of time. Throughout our history, we have successfully combined traditional investment values with an innovative approach to research. Our core conviction is that over the long term, return to shareholders can only ever be as great as the wealth generated by the underlying businesses in which they are invested. Looking for high net-worth individuals? The obligations of these entities do not represent deposits or other liabilities of MBL. Past performance is not a guide to future results. This is general information only and does not take account of investment objectives, financial situation or needs of any person. The Walter Scott Global Equity Fund is proudly brought to you by Macquarie Professional Series. The sum of these figures may differ to the total management costs, due torounding. The risks of investing in this Fund include: Investment risk: The Fund has exposure to share markets. We identify and invest in world-leading companies with strong balance sheets, high rates of internal wealth generation and the ability to grow earnings over the long term. Macquarie Investment Management is a conviction-based, long-term global asset manager with offices in the United States, Australia, Asia and Europe. * The Fund will not invest in ‘tobacco’ securities as defined by the Global Industry Classification Standards (GICS) or ‘controversial weapons’ securities as defined by MSCI, Inc. Read the Product Disclosure Statement for more details on fees and expenses that may be charged. By proceeding to the institutional investor portal you certify that you are a wholesale client within the meaning of Section 761G of the Corporations Act 2001. In deciding whether to acquire or continue to hold an investment in the Fund, an investor should consider the Fund’s product disclosure statement. Please go to the Responsible Investing page for more information on our ESG approach, as well as stewardship documentation, including ESG Policy. Investment decisions are driven by in-depth financial analysis and qualitative... Growth of $10,000 Calls to/from Walter Scott & Partners Limited may be recorded in line with applicable laws and regulations and for training and monitoring purposes. Registered in Scotland No 93685. Concentration risk: The Fund may have exposure to a small number of key investments. Walter Scott scours global markets to find what they believe are the world’s best companies, capable of generating sustained wealth over the long term. Patient capital. Macquarie Australian Small Companies Fund, True Index Global Infrastructure Securities, Macquarie Professional Series Global Alternatives Fund, Macquarie International Infrastructure Securities Fund (Hedged), Macquarie Core Australian Equity SMA Strategy, Macquarie Labor Select International Equity Portfolio, Macquarie Global Infrastructure Total Return Fund Inc. (MGU), Emerging Markets Debt Select Opportunities, Emerging Markets Debt Unconstrained Local Currency, Sustainable Emerging Markets Local Currency Bond, US Diversified Floating Rate Fixed Income, Absolute Return Mortgage-Backed Securities, US Limited-Term Multi Sector Fixed Income, US Long Duration Government/Credit Fixed Income, US Long Duration Investment Grade Fixed Income, Application to invest in additional Funds form, The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark), MSCI World ex Australia Index, in $A unhedged with net dividends reinvested, $A4,322.0m (current as at 31 December 2020), 1.28% pa of the net asset value of the Fund. Management costs are expressed as a percentage of the Fund's net assets. Environmental, social and governance issues have been integral to our company research since the firm’s establishment in 1983. The risk of an investment in the Fund is higher than an investment in a typical bank account or fixed income investment. By this definition, ESG considerations are at the heart of our investment philosophy. Learn more about this managed fund including fund information, strategy, asset allocation and performance. Over the years we have forged a number of long-term relationships with charities, supplemented by one-off donations. Walter Scott & Partners Ltd | 1,016 followers on LinkedIn. global assets under management and by the country of the main headquarters. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise. Cambridge does not … We foster a culture in which risk management is a critical component of successful portfolio management. This communication is strictly intended for individuals residing in the states of AR, CO, CT, DE, FL, NJ, NY, PA. No offers may be made or accepted from any resident outside the specific state(s) referenced. The unit price may vary by material amounts, even over short periods of time, including during the period between a redemption request or application for units being made and the time the redemption unit price or application unit price is calculated. We undertake in-depth research to find growth companies that we believe will best deliver sustainable wealth generation over the long term. get low cost} prices Walter Scott Funds Under Management And Western Asset Income Fund Manager now. Public filings of Waler Scott International Fund for Charitable Remainder Trusts LLC raised by Walter Scott & Partners Limited located in , . This information is intended for recipients in Australia only. Walter Scott and Partners. Amounts distributed to unitholders may fluctuate, as may the Fund’s unit price. Our Board has ultimate responsibility for the firm’s governance and oversight of all of its activities. Walter Global Asset Management is a globally diversified private equity firm with a best-in-class business platform. We rigorously interrogate each company before making informed, considered decisions. There is no separate ESG team. Since inception, Walter Scott has remained wholly committed to global equity investing. H 2 O serves institutional, corporate, and individual investors through a range of absolute and total return UCITS, actively managed across global debt, currency, and equity markets. Filip Vandenven is Executive Director at Antarctica Asset Management (Asia) Limited and Head of Business Development. We have been supporting emerging Scottish talent for many years. This is deliberate. Our people underpin our investment philosophy and process, ensuring they endure and evolve. We provide capital and the support of seasoned managers to drive the growth of our portfolio companies. Edinburgh is our home and so, to give back to the city in which we live and work, the group’s focus is on small, local projects where we can make a meaningful impact. Our Research team identifies, analyses and invests in a select group of the world’s best growth companies. Striving for shareholder engagement during the pandemic. The Walter Group is composed of specialized investment units whose team members share the interests and values of the Somers family heading the Group. ; Investment Advisory : AUM gives you access to high-quality investment ideas, tailored to your jurisdiction, investment goals and attitude to risk. Past performance is not a reliable indicator of future performance. The product disclosure statement is available on our website at macquarieim.com/pds or by contacting us on 1800 814 523. Risk management is fundamental to how we manage assets. The firm was established in 1836 and employs about 10,000 people. Walter Scott & Partners Limited is a privately owned investment manager. Walter Scott Global Equity Fund (Hedged)**. Scott Asset Management, Inc. is a Asset Manager located in Chapel Hill United States, North America. Progeny Asset Management Limited is a limited company registered in England and Wales with number 09415365. Are you an existing investor making an initial investment into a new fund. Legal & General Investment Management (LGIM) is the largest fund manager responsible for more than US$1.4 trillion of assets under management. For further information on the Giving Group, please email [email protected]. The Disclosures page features our response to the Stewardship Codes, together with our Proxy Voting Policy and Proxy Voting Disclosure. We regularly engage with company management teams, either at home in Charlotte Square or on research trips around the world. Charges for WALTER SCOTT & PARTNERS LIMITED (SC093685) More for WALTER SCOTT & PARTNERS LIMITED (SC093685) Registered office address One, Charlotte Square, Edinburgh, EH2 4DR . Our Client Service team is responsible for ensuring that our clients’ needs are our top priority. More information on the risks of investing in the Fund is contained in the Product Disclosure Statement, which should be considered before deciding to invest in the Fund. 2. Assets ... 42 Asset Management One International Japan 414,925 420,000 ... 206 Walter Scott & Partners* UK 51,299 55,562 207 HarbourVest Partners US 51,276 40,643 Walter Scott & Partners Limited Walter Scott’s latest ESG Report, highlights how they embed ESG into their research and investment approach. Asset managers in our listing are ranked by global assets under management and by the country of the main headquarters and/or main European domicile. WHO WE ARE. ** Total net returns are quoted after the deduction of all fees and expenses. Investment decisions are driven by in-depth financial analysis and qualitative... Growth of $10,000 Listen to recent conversations with Walter Scott Executive Director Roy Leckie and the Walter Scott Research team. Antarctica Asset Management was launched in July 2001 and has established itself as a leading provider of comprehensive hedge fund solutions. Walter Scott & Partners Limited (Walter Scott) believes in active, bottom-up stock selection. What We Do We identify and invest in world-leading companies with strong balance sheets, high rates of internal wealth generation and the ability to grow earnings over the long term. Walter Global Asset Management; Walter Ventures S.L. Macquarie Investment Management is not responsible for the content of the website you are about to visit. Sustained growth. As fundamental, bottom-up stock pickers, Walter Scott focuses on companies they believe are profitable, have a sound ability to generate cash, and have both strong balance sheets and robust governance structures. The imagery used throughout this website belongs to our collection. See Scott Gaynor's compensation, career history, education, & memberships. Integrating risk management inputs into the portfolio construction process as well as the independent audit of portfolio risks strengthens its effectiveness. 1. These factors are too important. Darren De Risi and Scott Harris, our Co-Founders / Portfolio Managers, have over thirty years of combined investment and trading experience in tax-exempt and taxable securities. Seeking quality global companies with strong growth characteristics, In-depth research carried out by an experienced team, Historically defensive during down markets. Hexagon Asset Management is a New York based investment management firm. Prior to joining, he was co-founder of Wingfield Corporation (2000-2007), where he led the corporate finance team, with a focus mainly on early stage venture capital and seed funding. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Please see the artist references page for more information. Walter Scott 1 was established in 1983 to offer global equity portfolio management to institutional investors around the world.. UK. Aberdeen Standard Investments is a leading global asset manager, dedicated to creating long-term value for our clients. Each investment candidate undergoes rigorous financial investigation and the qualitative ‘Seven Sisters’ analysis. We are Walter Scott. Walter Scott’s thorough research program and team-based approach ensure that only their best stock ideas make their way into the portfolio. One Charlotte Square This may result in the returns of the Fund being dependent on the returns of individual companies and industry sectors. They turn theory into reality. Monday – Friday 8:30am to 5:30pm (Sydney time), Walter Scott’s approach to ESG, and research insights. Due to individual investor circumstances, your net returns may differ from the net returns quoted above, *** The Benchmark is the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested, *** The Benchmark is the MSCI World ex Australia Index, in $A hedged with net dividends reinvested. Market risk: The investments that the Fund has exposure to are likely to have a broad correlation with share markets in general. Operational expertise.

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