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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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What type of Investor are you?

Professional Investor

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


Private Investor

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


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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,
Moray IV32 7QE.

Tel: 01343 880344
Fax: 01343 880267

Investment Approach

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.

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.

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.

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

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.

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.

If you would like any further information about Seneca Investment Managers and our funds, please do not hesitate to contact us by phone, email or the contact form below.


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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.

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