Whitman Asset Management Limited

Whitman Asset Management Limited were delighted to take a number guests to Penta Capital LLP on Wednesday evening and enjoy the late summer weather on their rooftop. Robert Morrish outlined the opportunities that their co-investment platform are uncovering for those that want exposure to private equity.

Delighted for the Whitman Asset Management Limited Small Cap Team of Sean O'Flanagan, Joshua Northrop, CFA and George Henderson to be shortlisted for Best AIM portfolio service and Best BR Investment Manager in the Growth Investor Awards. Results to be announced on 21st November 2024. #uksmallercompanies #inheritancetaxplanning #AIMIHT

Whitman Asset Management Limited have very much enjoyed having Samuel Keane join us this week. We feel proud to be able to encourage people to join the industry and share our experiences with someone so interested and enthusiastic.

Yesterday Sean O'Flanagan and Samuel Keane were delighted to be able to see the transformation process that Victorian Plumbing Group is currently going through. It was a great insight into to what increasing the capacity of a business can look like, moving from their current network of warehouses to a single distribution centre. Spending the day with the CFO and MD was a great experience, and being able to ask questions about the future of the business allowed for lengthy discussions about how they operate. Big thank you to Victorian Plumbing for the opportunity to visit!

In a recent update to investors, Joshua Northrop, CFA and Sean O'Flanagan highlight a few reasons to be encouraged by the UK equity market. They also evaluate the key contributors to the return of +7.8% for Whitman UK Small Cap Growth Fund in Q2 2024.

In Sean O'Flanagan's latest piece, he shares Whitman Asset Management Limited's thoughts on fair executive remuneration and shareholder alignment across UK smaller companies. With thanks to Roger Lewis, head of responsible investment at Downing, for his input. https://lnkd.in/gnfuEQF3

Ahead of the UK General Election there has been speculation regarding a potential change to Business Relief. Following Whitman Asset Management Limited's review of both the Conservative and Labour Party manifestos this does not appear to be on the agenda, reflecting the important role that Business Relief plays in supporting the UK economy. For more information please read Sean O'Flanagan's full comments.

Whitman Asset Management Limited were delighted to host of a number of their professional connections at La Fromagerie last night. It was an enjoyable evening of cheese and wine. Thank you to all our guests who made it such a good event.

Whilst sentiment towards UK equities has improved, with the AIM index rising by 18% from the October ’23 low (source: London Stock Exchange), the level of M&A from private equity and corporate buyers of quoted UK companies is extremely strong, indicative of the under-valuation of UK equities. Keywords Studios, a global provider of creative and technology solutions to the video games sector, has just confirmed a possible 2,250p cash offer from EQT Group, which represents a significant 73% premium to Friday’s closing price. Keywords is a long-standing holding in the Whitman AIM IHT portfolio service and the approach follows recent cash offers for other core holdings including Ergomed, Mattioli Woods and Lok’nStore Group. We continue to believe AIM offers the opportunity for growth at suppressed valuations. #aim #uksmallercompanies

In his most recent article, Riccardo Persona, CFA emphasises the role that gold and silver exposure can play in portfolios and not just jewellery. #gold #silver #alternativeassets #privateclient https://lnkd.in/eQxGeuNK