In this podcast, Matthew Beddall, CEO and co-founder of the recently formed boutique fund manager, Havelock London, outlines the objectives and processes that underpin his soon-to-be-launched fund.
The Havelock process promises to be a unique blend of intensive and highly focused data mining and analysis which will create an actively managed and concentrated portfolio of stocks with a value bias.
In a highly volatile and consolidating fund market, Mr Beddall outlines the challenges – and opportunities – of launching a boutique operation in 2018. He explains how he expects his small, but highly qualified team, to punch above their weight in the competitive U.K. fund market.
Matthew is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on February 6, 2018.
Havelock London are currently pre-authorisation with the FCA and their inaugural fund is expected to be launched later in 2018.
About Matthew Beddall
Matthew is the CEO and co-found of Lovelock London. He worked at Winton for 17 years, eight of which he served as Chief Investment Officer. As CIO, he had responsibility for overseeing all of the firm’s investment activities, including for the flagship Winton Futures Fund.
During his tenure, Winton grew to have $32 billion in assets making it one of the largest hedge funds in Europe. He also sat on the Board as a Director, and on the Executive Committee.
Matthew previously graduated with a degree in Mathematics and Computer Science, and went on to earn a Master’s degree in Applied Statistics.
He combines a long-standing personal interest in value investing with extensive professional experience in systematic funds, leaving him with a firm set of views as to how best to manage savings and investments – all of which he has applied to his own money.
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This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.
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