Thesis Asset Management provides discretionary investment management for individuals, charities and trustees. It was founded in 1974 and has offices in Chichester, Brighton, Guildford and Lymington. It seeks to develop relationships with professionals in financial advice, law, accountancy and tax to help them deliver investment solutions for their clients.
Thesis also offers discretionary portfolio management from £150,000 and ready-made solutions for investments of £10,000 upwards. This year, it launched a decumulation service with the aim of providing investors long-term income while mitigating near-term risks. Its private office team caters for clients with £5m or more to invest, and the company has roughly £15.1bn of funds invested (as at 31 December 2017).
Equity fund performance revealed
Thesis to move under Sanlam brand
The US dollar is close to peaking and the risks now seem to be on the downside.
The UK remains out of favour among global investors and, with domestic fund flows retreating, we have been taking this opportunity to add to UK equities as sentiment seems to have reached extreme levels.
Real estate 'superior returns coming to an end'
Diversification taken to extremes
Plans further acquisitions of smaller DFMs
Ryan Paterson, research analyst at Thesis Asset Management, highlights three UK companies that he favours - and which he believes the market is currently undervaluing.