PROACTIVE
GLOBAL
INVESTORS
+111
AUM Growth 2023
+26.5
Annual Return 2023*
*GBP IF Share Class
PROACTIVE
Our proactive approach to investing means that we are always looking for new opportunities to grow your wealth. We invest only in exceptional, growing companies for the cheapest relative value possible
GLOBAL
When it comes to discovering great companies, we believe it pays to be comprehensive. Supported by proprietary models, developed in-house and perfected over 20-plus years, we find companies that others often overlook
INVESTORS
We invest alongside our clients. So capital preservation features are at the heart of our process. We like companies with proven resilience. This ensures that your portfolio is as robust as possible for the economic environment
Meet the Team
MARK ELLIS
Chief Executive Officer / Chief Investment Officer
Mark is the lead Portfolio Manager of the Nutshell Growth Fund. Mark founded Nutshell Asset Management in 2019. He has a 25+ year history in trading and investing for a number of leading financial institutions, including NatWest Markets, Citibank and Symmetry Investments.
As well as a Degree in Economics from LSE, Mark has an MSc (Distinction) in Finance from Cass Business School, where his dissertation on Momentum Trading was subsequently published in the Journal of Asset Management.
DUNCAN HARVEY
Chief Operating Officer / Deputy Portfolio Manager
Duncan has been in the financial industry for over 25 years. Since graduating from Loughborough University with a Degree in Banking and Finance, he has worked at State Street, Mellon Trust and Morgan Stanley. Most recently, Duncan has been a Portfolio Manager at Rogge Global Partners and Allianz Global Investors. Duncan is a CFA charterholder.
ALISTAIR MACKENZIE
Director of Business Development
Alistair has worked in asset management for ten years. Most recently Alistair was with Algebris Investments in Singapore, where he worked across SE Asia. Previously he was in the Financial Institutions team at UBS Asset Management in London, looking after clients in the UK and Ireland.
Alistair has a First Class Degree in History from the University of St Andrews, and holds the IMC.
STEPHEN HUTT
Senior Analyst
Stephen is an experienced analyst and strategist who has worked in the investment banking and asset management industry for over 25 years. He has worked with numerous top tier investment banks including Morgan Stanley, Jefferies, RBC Capital Markets, ABN Amro & Natwest Markets. Most recently he was Head of Quantitative Strategy at an asset manager in Mayfair. Stephen brings valuable experience and insight to the Nutshell investment team.
Advisory Board
STEVE BRAWN
Steve has been in investment banking and wealth management since 1987 having started his career at Samuel Montagu, trading derivatives at the Bank of Nova Scotia, and Sanwa International.
He is a Director of a large private FX/payments firm and via his consulting boutique, successfully built fund of hedge fund portfolios. He has also appeared as an expert witness in court. He holds a BSc (Hons) in Physics from London University and an MSc in Management Science from Cranfield where he was an honours student.