Majedie Asset Management Ltd.

Overview

Majedie Asset Management Ltd. is a UK-based investment management firm specializing in equity investments for institutional clients. The firm focuses on managing equities for institutional investors, wealth managers, and endowments across a range of UK and global strategies. Their investment approach is centered on delivering long-term capital growth while preserving shareholders' capital and paying a regular dividend. The portfolio is managed by Marylebone Partners LLP, an independent FCA-regulated manager based in London, which was appointed in January 2023. Marylebone Partners employs a fundamental, long-term approach to global investing, accessing distinctive return sources through a proprietary ideas network built over several decades. The Majedie Investments PLC portfolio features a combination of hard-to-access special investments, allocations to funds managed by boutique third-party managers, and direct investments in public equities. Special investments include eclectic opportunities sourced through Marylebone's ideas network, such as co-investments, special purpose vehicles, and thematic funds, with a high expected return and a target realization within no more than 36 months. Allocations to external managers involve investments in funds managed by exceptional specialist investors who pursue a fundamental approach and have a distinctive style or expertise in a geographic region or industry sector. Direct investments target public equities of value-creating companies with robust growth prospects and good levels of business profitability. The firm believes that a responsible investing mindset is entirely consistent with strong performance outcomes and incorporates Environmental, Social, and Governance aspects into its investment approach. As of 31 January 2026, the net asset value of Majedie Investments PLC was £171.7 million. The firm's investment objective is to achieve net annualized total returns (in GBP) of at least 4 percent above the UK Consumer Price Index over rolling five-year periods. The investment approach is focused on three main strategies: hard-to-access special investments, allocations to specialist external funds, and direct investments in public equities. Majedie Asset Management Ltd. was founded in 2002 and is based in London, England. The firm is authorized and regulated by the Financial Conduct Authority (FCA).

Investment Focus

• Institutional investors
• Wealth managers
• Endowments