We believe that ‘Keeping It Simple’ maximises our focus and improves our performance. We aim to do a few things incredibly well; we don’t aspire to be the biggest but we do aspire to be the best in all we do.
About Findlay Park
Findlay Park is an independent investment partnership based in London.
Our purpose
Generate compelling compound returns for our investors, measured over decades.
We believe that we can generate higher compound returns for our investors by taking less risk. This is counter to what most people believe: that to generate higher returns you need to take more risk.
Our starting point is trying to avoid losses by controlling the downside risk in each individual investment – the result should be a portfolio capable of generating higher compound returns than the benchmark with a lower level of risk.
Our Approach
We aim to invest in a diversified portfolio of high quality, durable companies.
Findlay Park’s culture is one of teamwork and the investment process for the Fund is team-based. Our experienced Investment team uses a co-coverage model whereby existing and prospective holdings are researched by at least two members of the team.
Each new idea and existing holding is pitched to, and debated by, the entire Investment team. In these meetings we encourage each other to share views and we always invite constructive and respectful challenge and feedback.
This approach draws on the collective expertise of the group and helps us to build conviction in our research and position sizing.
Our focus
One of our guiding principles has been ‘Keep it Simple’. We believe that this approach maximises our focus and improves our performance. We aim to create an environment where the Investment Team can focus their efforts on research and investment.
Our team
We believe that a highly collaborative team is an essential factor for achieving long-term performance. Our focus on investing in the US means we’re able to spend time getting to know our companies and their management teams extremely well.
26
Track record
Our consistent record is enabled by a long-proven investment process and enduring team.
12.6
Compound return since inception, net of fees*
Past performance is not a reliable indicator of future results. *Full performance data available. As at 29th November 2024.
$11.3
Assets under management
We aim to invest in a diversified portfolio of high quality companies. *As at 29th November 2024.
Our history
Our independent partnership structure is very important to us and ‘built to last’: we aim to be a perpetual partnership that long outlasts its founders.
1998
James Findlay and Charlie Park launch the Findlay Park US Smaller Companies Fund.
2002
Anthony Kingsley joins as the third ‘founding partner’.
2011
The US Smaller Companies Fund becomes the Findlay Park American Fund (an all-cap strategy).
2016
Simon Pryke appointed CEO.
2017
Anthony Kingsley appointed CIO.
2021
American Fund enters ‘Article 8’ classification under EU Sustainable Finance Disclosure Regulation.
2023
25th Anniversary of the American Fund.