We are long-term investors, with a fiduciary duty to be responsible stewards of our clients’ capital.

“Risk is the permanent loss of capital, not underperforming an index”

We are uncompromising in our approach to:

Our approach to valuation is absolute rather than relative in nature, each business should be valued on its own merits and a long-term time horizon.

Edinburgh – 6 August 2024: Skerryvore Asset Management, a leading emerging markets boutique investment manager, is pleased to announce that it has acquired BennBridge Ltd, a UK-based regulated entity and subsidiary of Bennelong Funds Management Group (‘BFMG’), who are based in Australia. Following this acquisition, BennBridge Ltd becomes a wholly owned subsidiary of Skerryvore AM LLP (‘Skerryvore’).

25 years’ investment experience Glen is the Lead Portfolio Manager and a Co-Managing Partner at Skerryvore, which he established in partnership with BennBridge in 2019. Prior to Skerryvore Asset Management, Glen was the Head of Global Emerging Market Equities at Janus Henderson from January 2015 to May 2019. Glen began his investment career in 2001 at First State Stewart (formerly First State Investments). At First State Stewart, Glen was a lead portfolio manager on several strategies including

25 years’ investment experience Prior to Skerryvore, Ian was a portfolio manager within the Janus Henderson Global Emerging Markets Equities team from 2017 to 2019. He joined Henderson in 2015 as an Investment Manager for Global Equities. Ian has held senior portfolio manager positions at Henderson and Baillie Gifford as a global and North American investor. Ian started his career in 2001 at Scottish Widows Investment Partnership as a North American investor. Before joining the investment indust

15 years’ investment experience Prior to Skerryvore, Mike was a portfolio manager within the Janus Henderson Global Emerging Markets Equities team from 2015 to 2019. Mike began his career as an analyst at Ashmore Group, an emerging markets asset manager. While there he served as a member of the frontier markets team covering Africa, as well as global metals and mining. He graduated with honours from the University of Massachusetts, Amherst with a bachelor’s degree in Business Administration in F

29 years’ investment experience Prior to Skerryvore, Nick was a portfolio manager within the Janus Henderson Global Emerging Markets Equities team from 2015. Nick joined Henderson in 2004 as a fund manager for North American equities and transitioned to emerging markets in 2012. He began his career at Chiswell Associates as a trainee fund manager for overseas equities prior to being promoted to a fund manager for US equities. Nick earned a BSc (Hons) in Computer Science and Mathematics from York

The Skerryvore lighthouse marks a treacherous rocky reef west of Scotland. Completed in 1844 it represents a considerable engineering achievement that has withstood the tests of time.

We believe that the index is not a useful guide on which to build a portfolio. We prefer to start with a blank piece of paper and target:

We value partnership in all that we do. As a business, we aim to put our investment philosophy into practise:

We are fundamental, bottom-up investors seeking to create high conviction portfolios of reasonably valued, high quality companies that are exposed to, or operate in, emerging markets.

Questions? Contact a member of the Bennelong Distribution team.

Questions? Contact a member of the Bennelong Client Experience team on 1800 895 388.