Athelney Trust: Best Small-Cap Equity Investor United Kingdom 2019


The small-cap space continues to be a prodigious hunting ground for investors seeking attractive long-term returns. UK firm Athelney Trust provides shareholders with prospects of long-term capital growth, focusing on high-quality small companies. Dr Manny Pohl, as the Athelney Trust Managing Director, is responsible for managing the investment portfolio. He is also Chairman of ECP Asset Management, the powerhouse investment firm that has ranked among the top four fund managers in Australia — often securing top place — over the past decade. Athelney serves as a UK investment vehicle for the ECP group of companies, fortified by a team of fund managers with a shared ethos that starts with a long-term vision and responsible stock selection. As a closed-ended equity mutual fund, Athelney Trust invests in companies across diversified sectors in the public equity markets of Britain. Athelney’s stock portfolio includes small-cap companies with a market capitalisation of less than £300m and a listing on the London Stock Exchange or an AIM or ISDX trading facility. The stock portfolio is benchmarked against the FTSE Small Cap Index.

The firm’s investment strategy focuses on finding quality companies which have a proven track record of earnings and dividend growth over time, while trading at an attractive valuation. Active investing is a key focus at Athelney and ECP and the entire team is encouraged to contribute to the local community. The judging panel notes that Athelney executives lead by example, with Managing Director Dr Manny Pohl recently awarded The Order of Australia, which is the Queen’s Australian Honours list for contribution to the financial industry and his philanthropic efforts to the community. The judges are pleased to present Athelney Trust with the 2019 award for Best Small-Cap Equity Investor (United Kingdom).

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