Who we are

Ravenscroft Investment Management is client-focused, Channel Islands based business that offers investments services to a wide range of clients from individual investors and independent financial advisors through to trust companies and other large organisations. We are a passionate about helping our clients achieve their investment goals and offering them a flexible and transparent service. We pride ourselves on being approachable and having a robust investment process backed by a stable team that have been working together for well over a decade.


Founded in 2005, Ravenscroft is majority owned by staff & directors; including Stephen Lansdown and Jon Ravenscroft. We employ more than 130 people across six offices in Guernsey, Jersey, the Isle of Man and the UK. We manage more than £7 billion of client assets across a range of investment services including the following core services;


               - Execution only trading

               - Advisory investment services

               - Discretionary investment and fund management

               - Cash management

               - Precious metals

               - Corporate finance

What we do

We believe that the best way to make money for our clients is to invest into global themes that will benefit from long-term changes in demography, globalization and technological developments. We marry those themes with a focus on buying high quality assets at good prices in order to build a process which has a track record of providing consistent long-term returns to clients. We pride ourselves on a straightforward investment process and aim to provide our clients with industry leading levels of service and prompt, detailed updates on their investments. We do not second-guess short-term political or economic outcomes; this can be an extremely expensive strategy. We do not invest into overly complex or opaque strategies - all investments are liquid and transparent. Using this philosophy, we manage a range of investment strategies catering for a wide range of investors from cautious, income-focused portfolios through to direct equity strategies. These are available through our managed funds, via modelled portfolios or in bespoke segregated mandates depending on the client's requirements.


OUR INVESTMENT THEMES:

Global Brands & The Emerging Consumer - This theme aims to harness the growing global population by investing in consumer staples and consumer discretionary companies. The former represent predictable sales of small-ticket items you use every day, like toothpaste, while the latter account for luxury purchases like designer handbags. The emergence of a burgeoning and consumption-hungry middle class in Asia and parts of Africa is acting as a particularly strong tailwind for these industries as the newly wealthy seek Western Brands due to their quality and as status symbols.


Healthcare - As the population grows and ages, healthcare demand is rising. Our funds invest in a myriad of companies that aim to profit from these shifting demographics. In order to gain diverse exposure to healthcare, we own a combination of pharmaceutical companies that benefit from blockbuster breakthroughs and manufacturers that specialise in prosthetics and surgical tools.


Technological Innovation - With perhaps the most wide-reaching mandate of all, the Technology and Innovation theme is very exciting. When evaluating candidates, we not only demand a track record of innovation and disruption, but demand clear evidence of the potential to do so again in the future. We seek to buy industry leaders across the tech space, from the likes of blue chip service providers to dominant mobile phone manufacturers selling to the emerging Asian middle class.



Strategies

Sterling £

Bespoke

Our risk focused investment strategies can be accessed as a managed Fund, as MPS on leading Platforms and also as a bespoke portfolio service.


We are fundamental bottom up fund and stock pickers. We avoid macro analysis; preferring to drive changes based on fundamentals and valuations.


The majority of our value add comes from careful fund and stock selection. We do not use cash tactically but will move our broad asset allocation around over time where we see skewed valuations.

MANDATES
  • Income • low

    The mandates objective is to deliver either an income stream or cautious capital growth through investment into interest-bearing bonds and dividend paying equities. 

  • Balanced • medium

    The objective of the mandate is to generate capital growth over the medium to long term (three to five years or more). The fund is a balanced investment solution seeking exposure to our global themes through equity and fixed-income funds. 

  • Growth • high

    The mandates objective is to deliver long-term (five to seven years or longer) capital growth; primarily through investments in an actively managed, diversified range of equity funds.