Andrew Impey

Acts as Closed-End Investment Fund/Investment Trust

Investment management firm

Functions as a closed-end investment fund or Investment trust

Acts as Closed-End Investment Fund/Investment Trust

OLIM is an active, long-term, value-oriented manager of UK equity and direct real estate portfolios. To provide diversification, they also manage balanced portfolios, including bonds and overseas equities, though stock selection in overseas equities is normally passive. The firm performs fundamental research, seeking to identify undervalued companies with growing dividends, characteristics typically found in mid- and small-cap companies where the market is less efficient. Occasionally this search reveals overlooked growth companies rated as value stocks. OLIM maintains a close interest in the companies in which they invest.

As the manager of discretionary accounts and private accounts WDB develops solutions tailored to suit the requirements of their clients. As the manager of mutual funds they aim to achieve long-term capital growth while outperforming specific indexes such as the FTSE World Index, the FTSE World Ex-UK Index, and the FTSE All Share Index. The firm places emphasis on careful stock selection and they combine in-house fundamental, quantitative and technical analysis with research from their sister firm, Evolution Securities, to provide recommendations. The WDB research department determines the overall investment strategy, although their investment managers are free to make specific investment decisions that best suit client needs, superimposing their in-house investment policy on research received from a variety of global securities houses.

Albion Ventures invests in companies located in the United Kingdom. The firm targets companies operating in the fields of deeptech, software, healthcare, and infrastructure. It provides financing for pre-seed to growth stage capital requirements.

Operates historical sites