Multi-Asset Value Investing

We find assets that we believe to be undervalued and buy them. Then we actively manage our funds with the aim of releasing value and delivering income and capital growth.

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Seneca Investment Managers to be acquired by Momentum Global Investment Management

Growth at the heart of the deal as companies join forces

Momentum Global Investment Management Limited will acquire Seneca Investment Managers Limited. The completion of the acquisition is subject to UK regulatory approvals.

This transaction significantly enhances the growth potential of the combined business, both in the UK and its other global markets, creating an entity with assets under management of £4.7 billion. The business will maintain its presence in London and Liverpool to ensure that clients experience seamless continuity of service with the additional benefits of a stronger offering and broader capabilities.

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Professional Investor

Seneca Investment Managers offers financial advisors and private client managers a distinctive range of multi-asset value investment options.

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Private Investor

Seneca Investment Managers offers private individuals three distinctive multi-asset value investment options.

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Investment Approach

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Multi-asset Experts

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Multi-asset Experts

Seneca Investment Managers specialise in multi-asset investing.

This style of investing combines traditional assets such as equities and bonds, with less traditional assets such as property, private equity, infrastructure and specialist financials, to deliver specific long term investment outcomes.

Seneca Investment Managers has a strong heritage stretching back to 2002 when it established two multi-asset unit trusts – now open-ended investment companies (OEICs), subsequently adding a multi-asset investment trust and a range of ‘white label’ funds.

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Value Ethos

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Value Ethos

Our approach differs in that we make decisions using a value investing ethos. We believe this approach makes it easier to achieve investor objectives, offering the prospect of superior long-term returns and avoidance of permanent loss of capital.

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Team Research

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Team Research

At Seneca Investment Managers we use these principles to assess different asset classes, select stocks and, when picking third party funds, to choose managers who employ value investing techniques. Our value investing approach means that our funds are actively managed and different, both from common benchmarks and from our peers.

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Process Driven

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Process Driven

We have an active approach to investing, combining strong research and expertise with conviction in our decision-making process and the assets we select.

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Simple Active Management

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Simple Active Management

Our team includes four highly experienced investment professionals and a range of directors and staff who focus on management, marketing, compliance and operations.

The Board has four non-executive directors, all with extensive experience of investment businesses. Together we hold a substantial share in the business and invest personally in the funds we manage.

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Risk Aware

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Risk Aware

Having a clear and consistently applied process is just one part of our approach to mitigating risk for our investors. Risk comes in many forms. We believe that one of the main risks that our investors face is the risk of permanent loss of capital. By buying assets at below fair market value, we build in a margin of safety* in everything we do, which helps to guard against this risk.

*Margin of safety is the difference between the intrinsic or fair value of a stock or asset and its market price

Coronavirus positioning update

Click the button below for our most recent portfolio update regarding the effect of coronavirus.

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VT Seneca Diversified Growth Fund & VT Seneca Diversified Income Fund

If you are looking to carry out any transactions in the above funds, please contact the Authorised Corporate Director:

Valu-Trac Administration Services,
Orton,
Fochabers,
Moray IV32 7QE.

Tel: 01343 880344
Fax: 01343 880267
Email: seneca@valu-trac.com

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About Seneca Investment Managers

Established in 2002, we have personal stakes in Seneca IM and we co-invest in the funds we manage. Combine this with the insights we offer as value investors, an approachable senior team and access to our partner network and you have the value of Seneca IM.

Contact Us

0151 906 2450

info@senecaim.com

Multi-Asset Value Investing

Seneca Investment Managers to be acquired by Momentum Global Investment Management

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