Lancaster Investment Management

Lancaster Investment Management is an independent investment partnership founded in 2007. Our mission is to generate superior risk-adjusted returns through a disciplined approach to managing concentrated, fundamental equity strategies. We serve a diverse range of clients, including endowments, foundations, charities, pension funds, private banks, and family offices.

Our Philosophy

At Lancaster, we believe that investing is both an art and a science. Our experienced team of investment professionals employs a thorough and rigorous approach to understanding the drivers of a business, competitive dynamics, and sustainable long-run returns on capital. We focus on creating value through a concentrated portfolio of companies, selected based on their financial performance, management quality, and long-term growth potential.

Our Team

Our team is comprised of experienced investment professionals with a deep understanding of the financial markets. Our Chief Investment Officer, Matthew Wood, is a seasoned investment professional with over 25 years of experience in the industry. He has a proven track record of generating consistent returns through his disciplined approach to investment management. Matthew is supported by a team of experienced investment analysts and portfolio managers, who work collaboratively to identify and assess investment opportunities.

Our Services

We offer a range of investment strategies designed to meet the unique needs of our clients. Our products include:

• Lancaster Global Equity Fund: A concentrated, fundamental equity strategy investing in companies across the globe.
• Lancaster Absolute Return Fund: A managed volatility strategy designed to generate returns across various market conditions.
• Lancaster Developed Markets Fund: A focused equity strategy investing in developed markets.
• Lancaster Absolute Return Focus Fund: A high-conviction, concentrated strategy investing in a select group of companies.

Our Commitment

At Lancaster, we are committed to providing our clients with a tailored investment solution that meets their unique needs and goals. We believe in the importance of transparency, accountability, and responsible investment practices. Our investors can be assured that their assets are being managed by a team of experienced professionals who are dedicated to delivering outstanding returns.