SANDERSON ASSET MANAGEMENT other names

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Adviser Profile

Registration status: Terminated

As of Date:

02/17/2024

Adviser Type:

- Large advisory firm
- Outside the United States

Number of Employees:

16 -15.79%

of those in investment advisory functions:

7 -12.50%

AUM:

1,382,950,623 -15.07%

of that, discretionary:

1,382,950,623 -15.07%

Private Fund GAV:

0 -100.00%

Avg Account Size:

345,737,656 -15.07%

SMA’s:

YES

Private Funds:

0 3

Contact Info

011 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
12B 10B 9B 7B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Silchester-backed asset management boutique shuts its doors
09/22/2023

Fortunes of Sanderson Asset Management highlights challenge of executing a successful succession

Financial Times

Legal&Gen Inv Mgmnt - Form 8.3 - Aggreko plc
04/06/2021

Legal And General Investment Management Ltd. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is ...

proactiveinvestors.co.uk

Dimensional Fund Advisors Ltd. : Form 8.3 - AGGREKO PLC - Ordinary Shares
04/06/2021

If there are positions or rights to subscribe to disclose in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 2(a) or (b) (as appropriate) for each ...

proactiveinvestors.co.uk

Dimensional Fund Advisors Ltd. : Form 8.3 - AGGREKO PLC - Ordinary Shares
04/01/2021

If there are positions or rights to subscribe to disclose in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 2(a) or (b) (as appropriate) for each ...

proactiveinvestors.co.uk

J Sainsbury PLC
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Carnival PLC
03/31/2021

Carnival Plc operates as a global cruise and vacation company. It offers holiday and vacation products to a customer base... Stocks: Real-time U.S. stock quotes reflect trades reported through ...

Barrons

Private Funds



Employees




Brochure Summary

Overview

Assets Under Management As of February 28, 2023, Sanderson managed $1,628,378,186 of discretionary Client assets under management. Sanderson does not manage any assets on a non-discretionary basis and does not participate in any wrap fee programmes. Firm Inception and Ownership Structure Sanderson Asset Management LLP (“Sanderson”) is an independent investment management firm offering international equity services principally to U.S. Clients. The business was founded by Tim Sanderson, the firm’s former Chief Executive Officer and Chief Investment Officer, in October 2000 and was formed initially as a private limited company, although it reorganised to a Limited Liability Partnership (“LLP”) in April 2013. Tim Sanderson retired from the business on March 31, 2022. Sanderson Partners Ltd (“Sanderson Ltd”) owns a substantial majority (approx. 90%) of Sanderson’s capital. The remaining capital has been contributed by Sanderson’s working partners. Silchester Partners Limited (“Silchester”) holds a minority interest in Sanderson Ltd and further details on this are provided under Item 10 below. Sanderson would be happy to provide further information regarding its LLP reorganisation, its ownership structure and direct or indirect beneficial owners.
Types of Investment Offered Sanderson provides discretionary investment management services to its Clients and has only one investment programme. Its investment objective is to achieve long-term growth by investing in a diversified portfolio of publicly-traded equity securities of companies located in any country other than the U.S. or Canada. To achieve its investment objective, Sanderson generally seeks to invest in a portfolio of equity securities that, in its opinion, possess fundamental investment value. Further details on Sanderson’s investment strategy are provided under Item 8 below. Sanderson does not provide financial planning, quantitative planning or market timing services to Clients and generally does not further customise or tailor its investment programme based on individual Client needs. Full Investment Discretion As per the investment management agreement executed with all Clients, Sanderson accepts discretionary authority to manage securities accounts on behalf of its Clients and underlying investors. Other than as specified by the investment guidelines of Sanderson’s Funds, Sanderson has sole authority to determine, without obtaining specific consent, the amount of and specific securities to be bought and sold for each Client.