| As of Date | 12/14/2025 |
| Registration | SEC, Approved, 01/13/2026 |
| ADV Location | LONDON, United Kingdom |
| Contact Info | +44 xxxxxxx |
| Websites |
| AUM* | 11,429,092,863 |
| of that, discretionary | 11,429,092,863 |
| Number of Employees | 81 |
| of those in investment advisory functions | 35 |
| Private Fund GAV* | 0 |
| Avg Account Size | 300,765,602 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker17275R102 | Stock NameCISCO SYS INC | $ Position$283,121,576 | % Position5.00% | $ Change-11.00% | # Change-4.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$286,284,367 | % Position5.00% | $ Change34.00% | # Change-3.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$282,675,975 | % Position5.00% | $ Change493.00% | # Change412.00% |
| Stck Ticker882508104 | Stock NameTEXAS INSTRS INC | $ Position$296,734,068 | % Position5.00% | $ Change-9.00% | # Change-4.00% |
| Stck Ticker191216100 | Stock NameCOCA COLA CO | $ Position$228,310,328 | % Position4.00% | $ Change3.00% | # Change-4.00% |
| Stck TickerG29183103 | Stock NameEATON CORP PLC | $ Position$235,478,072 | % Position4.00% | $ Change-2.00% | # Change-4.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$264,884,019 | % Position4.00% | $ Change1.00% | # Change-4.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$263,015,666 | % Position4.00% | $ Change1.00% | # Change-4.00% |
| Stck Ticker291011104 | Stock NameEMERSON ELEC CO | $ Position$245,755,485 | % Position4.00% | $ Change5.00% | # Change-4.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$264,991,819 | % Position4.00% | $ Change-9.00% | # Change-3.00% |