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Findlay Park American Class I - Income (Unhedged GBP)

Sell:18,337.00p Buy:18,337.00p Change: 136.00p (0.75%)
Prices as at 11 November 2024
Sell:18,337.00p
Buy:18,337.00p
Change: 136.00p (0.75%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 11 November 2024
Sell:18,337.00p
Buy:18,337.00p
Change: 136.00p (0.75%)
Prices as at 11 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

12/11/19 to 12/11/20 12/11/20 to 12/11/21 12/11/21 to 12/11/22 12/11/22 to 12/11/23 12/11/23 to 12/11/24
Annual return 13.73% 28.23% -6.87% 8.11% 23.95%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

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Manager Name: Anthony Kingsley
Manager start date: 19 August 2002
Manager located in: London

Anthony Kingsley joined Findlay Park in 2002 and is one of the founding members of Findlay Park Partners. Anthony was appointed Chief Investment Officer (CIO) in 2017, with responsibility for the performance of the American Fund. As Co-CIO, Anthony had managed the investment team since 2016. He is also a member of the Investment Committee. Prior to joining Findlay Park, Anthony was an equity research analyst at MFS Investment Management, in Boston and London, and worked closely with James Findlay as a member of the American investment team at Foreign & Colonial from 1993 to 1997.

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Manager Name: Jon Tredgett
Manager start date: 23 March 2011
Manager located in: London

Jonathan Tredgett joined Findlay Park in 2011 and is a portfolio manager of the Findlay Park American Fund. Jon is also a member of the Investment Committee. Prior to joining Findlay Park, Jon was a portfolio manager and partner at Cheyne Capital LLP, where he managed portfolios for the Value Fund and US Absolute Return Strategy. Between 1994 and 2006, Jon worked on the US institutional equities desks at UBS and Morgan Stanley.

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Manager Name: Paul Gannon
Manager start date: 21 January 2019
Manager located in: London

Paul Gannon joined Findlay Park in 2019 as an equity analyst and became a portfolio manager of the Findlay Park American Fund in 2021. Prior to joining Findlay Park, Paul spent over four years as a US equity analyst at Artemis, having begun his investment career at Threadneedle Asset Management.

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Manager Name: Caroline Ader Thompson
Manager start date: 30 November 2016
Manager located in: London

Caroline Ader joined Findlay Park in 2016 as an equity analyst. Prior to joining Findlay Park, Caroline was an equity research analyst at Fidelity International for four years, with responsibility for European consumer companies. Between 2009 and 2012, Caroline worked at Ruffer as an investment associate.

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Manager Name: Alastair Pringle
Manager start date: 1 January 2017
Manager located in: London

Alastair Pringle joined Findlay Park in 2017 as an equity analyst. Prior to joining Findlay Park, Alastair was a ?TMT' equity research analyst at Nevsky Capital for two years, specialising in technology companies. Between 2011 and 2014, he worked at Nomura International in equity research, as a member of the European Oil and Gas team.

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Manager Name: Guy Thomas
Manager start date: 31 March 2017
Manager located in: London

Guy Thomas joined Findlay Park in March 2017 as an equity analyst. Prior to joining Findlay Park, Guy worked in equity research at Fidelity International for over three years, beginning first with a focus on Emerging Markets before transitioning to cover US equities. Between 2008 and 2012, he worked at Barclays Capital in Investment Banking and Equity Trading.

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Manager Name: Paul Schenk
Manager start date: 1 January 2018
Manager located in: London

Paul Schenk joined Findlay Park in 2018 as an equity analyst. Prior to joining Findlay Park, Paul worked as a global equity research analyst at Newton Investment Management for over seven years, with focus on the financial sector. Paul began his financials services career in the early 2000s and has experience across banking, insurance and the rating agency Moody's where he covered financial institutions.

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Manager Name: Rose Beale
Manager start date: 30 July 2019
Manager located in: London

Rose Beale joined Findlay Park in July 2019 as Responsible Investment Lead. Prior to joining Findlay Park, Rose was an ESG Analyst in the Responsible Investment Team at Columbia Threadneedle. Rose started her career at BlackRock in 2014.

Manager Name: Oliver Bazin
Manager start date: 12 August 2024
Manager located in: -

TBC

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Manager Name: Enda Doherty
Manager start date: 13 June 2022
Manager located in: London

Enda Doherty joined Findlay Park in 2022 as Sustainability Lead. Prior to joining Findlay Park, Enda was a consultant in PwC's Sustainability and Climate Change team. He started his career in 2016 and holds an MSc in Carbon Management from the University of Edinburgh's School of Geosciences.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account