Our Approach

The Margetts Research process is built in layers, creating depth and ensuring objectivity, greater understanding and better analysis.

Margetts take a team approach, combining different skills and experience to increase overall capability, reduce risk and provide more balanced research.

This investment approach has led to the award-winning fund performance of Margetts Fund Management Ltd.

Our three senior investment managers have worked closely for the last decade and boast a combined total of over sixty-five years’ experience within financial services.

Our investment philosophy is based on independence and focuses on diversified, rational, long-only investments. This creates an overarching framework that guides the investment team.

Analysis centres on understanding and evaluating structure, process, performance and costs.

The application of the investment philosophy creates a high-level filter that drives our selections. Research will tend to focus on regulated on-shore UK retail collective investment schemes.

Click here to learn more about the investment philosophy