Stoneware Capital LLP

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Stoneware Capital LLP

Experience and Ethics

Stoneware practices the highest professional and ethical standards and has developed relationships with leaders across the investment profession: investors, managers, regulators, politicians, media and the public.

Having managed money at a senior level at some of the largest global institutions, established Stoneware Capital LLP to manage an offshore hedge fund in 2006 and chaired CFA UK with its 12,000 members, we have developed a wide network and experience of advising Professional Clients:

  • Establishing and managing funds in a variety of jurisdictions
  • Investing in multi asset classes
  • Raising assets for third party funds
  • Broking illiquid assets
  • Advising family offices on succession planning
  • Building and assessing management teams
  • Offering Strategic advice to corporations and helping them to raise money
  • Providing a regulated "umbrella" for fund managers and Appointed Representatives
  • Acting as an Expert Witness

Investment philosophy

The investment philosophy described here is more applicable to our contrarian view about investing in equities. We search for investments based on fundamental financial data, but there is more to making an investment than just numbers, for example:

  • Drivers of share prices vary in the short term but not in the long term
  • "Winning companies" in the long term will grow cash flow and achieve returns above their cost of capital
  • A company's annual report is often an under-rated source of information
  • Company management can provide an understanding of:
    • business operations
    • allocation of capital
    • corporate governance
    • competitive landscape
    • political issues
    • macroeconomic issues

Stoneware Capital LLP is authorised and regulated by the Financial Conduct Authority and appears on the FCA register under no. 451073. The investment products and services of Stoneware Capital LLP are only available to professional clients and eligible counterparties. They are not available to retail (investment) clients. Past performance should not be seen as an indication of future performance. Investment in one of our products carries risks which are more fully described in the relevant offering document.

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