Teviot Partners LLP is a financial services company that focuses on offering advisory and investment management services.
They concentrate on providing customized options for wealthy individuals, families, and organizations.
If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email me (advice@adamfayed.com) or WhatsApp (+44-7393-450-837).
This includes if you are looking for alternatives or a second opinion.
Some of the facts might change from the time of writing, and nothing written here is formal advice. So, potential investors shouldn’t invest or decide not to invest based on this review alone.
For updated guidance, please contact me.
Teviot Partners LLP Overview
The UK firm assists customers in creating and overseeing diversified portfolios that are suited to their financial targets.
Teviot offers strategic advisory services, advising customers on risk management, asset allocation, and investment choices.
It addresses many facets of financial planning, such as tax enhancement and estate planning, with an emphasis on comprehensive wealth management.
They make sure clients are aware of market trends and prospects by providing research-based insights to guide investing approaches.
Teviot Partners Investment
The business focuses on publicly traded companies in the UK with market values of up to roughly 1.4 billion British pounds.
Generally speaking, they steer clear of businesses worth under 20 million pounds.
Value investment is the company’s top priority, and it does not favor larger, main-listed businesses over those on the AIM market.
They understand that smaller businesses, especially those with capitalizations below 250 million pounds, which institutional investors usually ignore because of liquidity concerns, frequently trade at substantial discounts.
That could be a double-edged sword, naturally.
VT Teviot UK Smaller Companies Fund
The investment was rolled out on August 29, 2017, with the goal of outperforming the Deutsche Numis Smaller Companies Index in terms of total return.
The fund size stood at 117 million pounds as of November 2024.
The management fee and ongoing charges are 0.75% and 0.90%, respectively.
Purchases are subject to a dilution levy of 1.13% and redemptions to a 0.77% levy.
Interested investors can subscribe to the fund for a minimum investment of 1,000 pounds.
Teviot Smaller Companies Fund Holdings
The fund’s performance over time has varied, with a one-year return of 17.9% and an overall gain since kickoff of 98.3%.
For comparison, the Deutsche Numis Smaller Companies Index returned +14.1% over a one-year period and +16.7% since launch.
Teviot Smaller Companies Fund Performance
Wilmington, Renewi, and TP ICAP are among the fund’s top holdings as of November 2024, with an emphasis on industries like waste services, leisure travel, and the production of branded foods.
Bottom Line
Investing in the fund is only for professional investors who are UK residents.
One reason for its success is its contrarian investment approach. It focuses on cheap small-cap firms with growth potential that others might miss.
The risks of investing in smaller businesses are higher, though, because of things like market volatility and liquidity problems.
Past performance doesn’t secure the future. Always proceed with caution, do more research, and consult for advice.
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