| 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 Ticker882508104 | Stock NameTEXAS INSTRS INC | $ Position$326,087,312 | % Position6.00% | $ Change45.00% | # Change-5.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$292,247,072 | % Position5.00% | $ Change14.00% | # Change-6.00% |
| Stck Ticker17275R102 | Stock NameCISCO SYS INC | $ Position$318,893,509 | % Position5.00% | $ Change44.00% | # Change-5.00% |
| Stck Ticker00287Y109 | Stock NameABBVIE INC | $ Position$261,219,378 | % Position4.00% | $ Change9.00% | # Change-5.00% |
| Stck Ticker001055102 | Stock NameAFLAC INC | $ Position$238,813,565 | % Position4.00% | $ Change1.00% | # Change-5.00% |
| Stck Ticker191216100 | Stock NameCOCA COLA CO | $ Position$222,567,057 | % Position4.00% | $ Change1.00% | # Change-5.00% |
| Stck Ticker291011104 | Stock NameEMERSON ELEC CO | $ Position$234,137,242 | % Position4.00% | $ Change3.00% | # Change-5.00% |
| Stck TickerG29183103 | Stock NameEATON CORP PLC | $ Position$241,335,074 | % Position4.00% | $ Change13.00% | # Change-5.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$262,012,128 | % Position4.00% | $ Change-2.00% | # Change-5.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$213,562,750 | % Position4.00% | $ Change-6.00% | # Change-6.00% |