Ahead of our Q4 comment, an indicative snapshot of Dec 2024 and the close of an interesting year for equity markets. Our last notes of the year looked at ARM, Nvidia, and Adobe: #Somerston #FamilyOfficeInvesting #arm #nvidia #adobe
About us
As part of the single family office, Somerston Group, Somerston Asset Management Limited is mandated to pursue active, liquid investments in all listed markets and collaborate with external managers and investors. We specialise in active, liquid investments across all listed markets and manage three distinct funds: The Somerston Multi Asset Fund employs a dynamic, unconstrained investment strategy, taking long and short positions across a variety of listed asset classes and investing directly in other fund vehicles. The Somerston Technology Fund focuses on publicly traded companies at the forefront of technological innovation. The Somerston Core Equity is invested in public companies with competent management teams that have a proven track record of compounding shareholder value by offering goods and services essential to society. We are committed to long-term investment success and keen to collaborate with like-minded families who share our investment ethos
- Website
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https://www.somerston-am.com/
External link for Somerston Asset Management Limited
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- St Helier
- Type
- Privately Held
- Founded
- 1853
- Specialties
- Equity Research, Fundamental, Diversification, Listed Assets, Equity Trading, Due DIlligence, Family Office, Portfolio construction, Portfolio Management, and Diversification
Locations
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Primary
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St Helier, JE
Employees at Somerston Asset Management Limited
Updates
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Ahead of our Q4 comment, an indicative snapshot of Dec 2024 and the close of an interesting year for equity markets. Our last notes of the year looked at ARM, Nvidia, and Adobe: #Somerston #FamilyOfficeInvesting #comment #arm #nvidia #adobe
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Somerston Asset Management Limited reposted this
Key takeaways from the quarterly calls from Synopsys, Zscaler, and Salesforce: exploring earnings, innovation, and market trends in AI, cybersecurity, and CRM software. Our year-to-date performance offers a snapshot of a more favourable year for equities than many anticipated at the start of 2024. Policy and legislative signals from the incoming US government provide further optimism that gains may continue #Somerston #familyoffice #Synopsys #Zscaler #Salesforce
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Key takeaways from the quarterly calls from Synopsys, Zscaler, and Salesforce: exploring earnings, innovation, and market trends in AI, cybersecurity, and CRM software. Our year-to-date performance offers a snapshot of a more favourable year for equities than many anticipated at the start of 2024. Policy and legislative signals from the incoming US government provide further optimism that gains may continue #Somerston #familyoffice #Synopsys #Zscaler #Salesforce
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For your weekend reading, we share our latest insights into the macroeconomic landscape and how we're interpreting the signals. Nick Wakefield Arthur Castle Emily Brown Tom Powell #Somerston #MacroMusings #MarketTrends #CreditSpreads #LiquidityBoost #EmploymentTrends #RateCuts #InflationHedge #GoldVsSilver #Bitcoin #HighYield #InvestmentStrategy #ProcyclicalMarkets
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Soon we will be publishing our Q3 update. For several months we observed the trinity of high valuations, deteriorating economic reports and a complacent market structure. The last week of September saw volatility continue to ebb before picking up in the closing days of the month. Our Somerston Technology Fund finished an estimated +2.5%, bringing returns since 2017 to near 370%. Please follow us for the formal releases