Business Details
19 Years
experience
Trusted Financial Advisers in London
Lancaster Investment Management is an independent investment partnership established in 2007, specialising in concentrated, fundamental equity strategies. Our approach combines rigorous proprietary research with a focus on long-term value creation, serving institutional clients such as endowments, foundations, and pension funds. Regulated by the UK Financial Conduct Authority and registered with the US SEC, we maintain a disciplined methodology centred on business fundamentals, competitive dynamics, and capital allocation.With operations in London and cross-border authorisations across multiple jurisdictions, our team of experienced professionals delivers tailored investment solutions grounded in transparency and client-centric principles. Our track record reflects a commitment to risk-adjusted returns through deep market analysis and adherence to ethical investment practices.
Services
Global Equity Funds
European Equity Strategies
Absolute Return Funds
Long/Short Equity
Portfolio Management
Details
- Year established: 2007
Highlights and features
- Established in 2007 with a proven track record in equity strategies
- Regulated by leading global financial authorities including FCA and SEC
- Serves institutional clients across 20+ jurisdictions
- Proprietary research underpins all investment decisions
- Focus on sustainable long-term capital growth
Associations and certifications
- Financial Conduct Authority
- Securities and Exchange Commission
- Central Bank of Ireland
- Qualified Professional Asset Manager (QPAM)
Services
Global Equity Funds
Our global equity strategies focus on concentrated portfolios of high-quality businesses with sustainable competitive advantages. We employ fundamental research to identify long-term growth opportunities across international markets, prioritising companies with strong capital allocation practices and attractive valuation metrics. This approach aims to deliver superior risk-adjusted returns through market cycles.
Absolute Return Funds
These funds employ a disciplined approach to generating positive returns regardless of market conditions. By combining long and short positions with rigorous risk management, we aim to deliver consistent performance with low correlation to traditional equity markets while maintaining capital preservation as a priority.
Portfolio Management
We offer tailored portfolio solutions for institutional clients, combining strategic asset allocation with active risk management. Our approach integrates macroeconomic analysis with bottom-up security selection to create diversified portfolios aligned with specific investment objectives and risk tolerances.
Long/Short Equity
This strategy seeks to capitalise on market inefficiencies through carefully selected long and short positions. We focus on fundamental analysis to identify undervalued securities while hedging against overvalued counterparts, aiming to deliver alpha generation with reduced market exposure.
European Equity Strategies
Specialised investment approaches targeting European markets, combining concentrated long positions with in-depth analysis of regional economic trends. We focus on identifying undervalued businesses with strong fundamentals and growth potential within the European context, adapting to regulatory and market dynamics.
People
Matthew Wood
Co-Founder & Chief Investment Officer
Co-founded Lancaster in 2007 with over 25 years of investment experience. Leads portfolio strategy and equity research, focusing on fundamental analysis and long-term value creation across global markets.
Richard Lamplough
Chief Executive Officer
Brings extensive leadership experience in financial services, overseeing firm operations and strategic direction. Previously held senior roles at major investment firms before joining Lancaster in 2015.
James Roycroft
Co-Founder & Investment Analyst
Co-founder with deep expertise in equity analysis. Focuses on identifying investment opportunities through fundamental research, particularly in European and global markets since the firm's inception.
Jamie Grimston
Co Portfolio Manager
CFA charterholder with 15+ years in portfolio management. Specialises in quantitative analysis and risk management, contributing to strategy development and implementation across multiple fund offerings.
Lucy Purslow
Marketing and Investor Relations
Manages client relationships and communications with over a decade of experience in financial services marketing. Focuses on delivering transparent reporting and maintaining strong investor engagement.
Questions
What investment strategies does Lancaster offer?
We specialise in concentrated equity strategies including global and European long-only funds, absolute return funds, and long/short equity approaches.
How does Lancaster approach risk management?
Our disciplined approach combines fundamental research with rigorous valuation analysis, focusing on sustainable returns on capital and downside protection.
Which regulatory bodies oversee Lancaster?
We are regulated by the UK Financial Conduct Authority, registered with the US SEC, and authorised by the Central Bank of Ireland.
What types of clients do you serve?
We work with institutional investors including endowments, foundations, charities, pension funds, and family offices globally.
Can international investors access your funds?
Yes, we serve clients across 20+ jurisdictions with cross-border authorisations in Europe, Asia, and the Americas.
What is your investment philosophy?
We focus on long-term value creation through concentrated portfolios, prioritising business fundamentals, competitive dynamics, and capital allocation.
