Veritas Asset Management LLP

Veritas Asset Management LLP
Last update 2024-02-16 33 Stocks (0 new)
Value $13.89 Bil Turnover 4 %
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Veritas Asset Management LLP Profile

Veritas Asset Management is an investment management firm based out of London. The company was established in 1996 and currently has 33 employees with 9 of them being investment professionals. Veritas Asset Management is headed by Chairman Charles Richardson and has an additional location in Hong Kong lead by Head of Asian operations Xuejun Sun. The company was formerly known as Veritas Asset Management (UK) Limited and formerly operated as a subsidiary of Affiliated Managers Group Inc. Veritas Asset Management is known owned through a controlling majority by the Real Return Group Limited, which alone makes up over two thirds of total ownership in the firm, with the remaining ownership split amongst Charles Richardson, Andrew Headley, Xuejun Sun, and other executives. Veritas Asset Management utilizes quantitative and fundamental analysis methods to invest its assets through bottom up and top down approaches. The company invests most heavily in the information technology sector, which alone makes up over a third of its total asset allocations, and also invests in the health care, consumer discretionary, and consumer staples sectors, among others to a lesser degree, in order of decreasing allocation. Veritas Asset Management’s top 10 holdings make up almost three quarters of its total holdings and currently invests most heavily in Microsoft and Comcast Corp., each making up approximately 10% of its total holdings. The company currently holds over $17 billion spread across 40 accounts, all of which are discretionary accounts. Veritas Asset Management mainly caters to individuals, which alone makes up almost half of its client base, and also caters to pooled investment vehicles, high net worth individuals, banking institutions, pension and profit sharing plans, charities, and corporations, among others, in order of decreasing clientele. The company’s family of funds current includes its Global Focus, Global Equity Income, Asia, China, and Global Real Return funds.
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