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Welcome to Analyst
Investment Management plc.
Analyst Investment
Management was founded in 2000. We provide discretionary investment management
services to private and institutional clients. We are
independent and
differentiate ourselves by focusing our
research on a limited number
of companies or
sectors we believe we can understand well enough to
gain an advantage. Our objective is to
achieve long-term capital growth without exposing our clients’ capital
to undue risks.
We follow a value-oriented
approach pioneered by Benjamin Graham in the United States, and
exemplified by his
most famous student, Warren Buffett. We invest
predominantly in small and mid-cap listed UK companies we
believe are
undervalued, because of short-term negative events or simple neglect.
We focus on absolute returns
and are not interested in stocks that are 'relatively' cheap. We also
believe in
concentrating our clients’ portfolios in the most attractive
investment ideas, even if there is short-term market
price volatility.
We try to minimise portfolio turnover because transaction costs reduce
returns and limit the
beneficial effects of compounding.
Our staff own the same
investments as our clients, ensuring that clients’ portfolios
receive our full attention.
Details of staff fund holdings are published
regularly. Our fee structure is transparent with no initial charges, low
annual fees and rewards for out-performance. Surbjit Chadda was recently appointed as the investment manager, following the approval by the Financial Services
Authority (FSA). He is a qualified chartered accountant with wide ranging experience aquired whilst working for a number
of FT 100 listed companies and managing a portfolio of investments and companies.
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