Highclere International Investors

Private Investment Firm United Kingdom ·Founded 2006

Overview

Highclere International Investors is a UK-based private investment firm specializing in international small and mid-cap equity investments. Founded in 2006, the firm focuses on generating absolute returns for clients over the long term by investing in small and medium-sized companies listed outside North America. The firm is independent and employee-owned, with its headquarters in London and a client service office in Westport, Connecticut. The firm's investment strategy is characterized by a contrarian approach, seeking opportunities in under-researched markets and companies. Highclere International Investors manages two closely related investment programs: an international smaller companies program launched in 2006 and an international SMID program launched in 2008. Both programs are offered via US-domiciled commingled pools open to US and non-US taxable and tax-exempt investors. Highclere International Investors has a track record of success, regularly ranking in the top quartile of US investment advisers. The firm has been recognized with the Queen's Award for International Trade for outstanding short-term growth in overseas sales over the last three years. The team is led by CEO and Portfolio Manager Ed Makin, who has over 35 years of experience in international equity markets. The investment team is supported by professionals dedicated to marketing, client service, and operations, fostering a collegiate culture and a team-based investment process.

Investment Focus

  • Long-term investment horizon
  • Focus on small and mid-cap companies
  • Interest in international markets outside North America
  • Preference for under-researched investment opportunities
  • Alignment with contrarian investment philosophy

Portfolio Companies

Storebrand ASASBI Cards and Payment Services Ltd.Olympus CorporationTelstra Corporation LimitedING Variable Portfolios Inc.Jyske Invest Japanske AktierFord Motor Company Defined Benefit Master TrustSpartan Group Trust for Employee Benefit PlansAXA World FundsAmerican Century ETF Trust - Avantis International Equity FundArrowstreet World Small Cap Equity Alpha FundDWS InvestBlackRock Asset Management Deutschland AGiShares (DE) I InvestmentaktiengesellschaftArrowstreet ACWI Reduced Carbon Alpha FundDNB Global IndeksDNB JapanGuidestone FundsApostle Global Small-Mid Cap FundHighclere International Investors SMID FundTelstra Highclere International Investors Small-Mid Cap Equity Fund

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Frequently asked questions about Highclere International Investors

What sectors does Highclere International Investors invest in?

Highclere International Investors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in United Kingdom. Highclere International Investors is listed as a private investment firm in the ConnectSafely investor database.

What stage does Highclere International Investors invest at?

Highclere International Investors backs companies at Early Stage, Growth and Late Stage, writing cheques of 5M - 50M.

Which regions does Highclere International Investors invest in?

Highclere International Investors invests across United States, United Kingdom, Hong Kong, Japan, Australia and Singapore.

What companies has Highclere International Investors invested in?

Highclere International Investors's portfolio includes Storebrand ASA, SBI Cards and Payment Services Ltd., Olympus Corporation, Telstra Corporation Limited, ING Variable Portfolios Inc., Jyske Invest Japanske Aktier, Ford Motor Company Defined Benefit Master Trust and Spartan Group Trust for Employee Benefit Plans.

Last updated · Source: ConnectSafely investor database