Phoenix Asset Management Partners

At Phoenix Asset Management Partners, we are a team of skilled investment professionals dedicated to delivering exceptional returns for our clients. Our approach is built on a foundation of rigorous research, a long-term investment horizon, and a commitment to transparency and honesty.

Our Philosophy

Our investment philosophy is centered around the principles of value investing. We seek to identify high-quality businesses with strong management teams, competitive advantages, and a proven track record of generating high returns on capital. We are patient investors, willing to hold onto our investments for the long haul, and we are disciplined in our approach, only investing when we believe the price is attractive.

Our Investment Approach

Our investment approach is distinct from others in the industry. We focus on conducting in-depth research, often taking years to fully understand a company's potential. Our process involves analyzing every aspect of a business, from its financial statements to its management team, industry trends, and competitive landscape. We are not afraid to think differently and challenge conventional wisdom, and we are willing to take bold positions when we believe the reward justifies the risk.

Our Investment Strategies

We offer a range of investment strategies designed to meet the needs of our clients. Our flagship fund, the Phoenix UK Fund, has a long-term track record of delivering excellent returns, and we also offer the Aurora Investment Trust and the Huginn Fund, which cater to specific investment objectives. In addition, we have a permanent capital vehicle, Castelnau Group, which provides a flexible and innovative way for investors to access our investment expertise.

Our Team

Our team is comprised of experienced investment professionals with a passion for delivering exceptional results. We are a close-knit team, and our investment decisions are made collaboratively, ensuring that every investment is thoroughly researched and carefully considered. We are committed to delivering outstanding service to our clients, and we pride ourselves on our transparency, honesty, and responsiveness.