Investment Process
Founded in 2019, Nutshell Asset Management takes a uniquely disciplined and innovative approach to global equity investing, guided by its distinctive Quality-Growth-Relative Value framework.
In a fast-paced information era, we emphasise a methodical strategy to identify emerging opportunities, focusing on financially strong, well-established companies and steering clear of speculative, story-driven investments.
Nutshell complements its quantitative analysis with rigorous evaluation of factors like competitive positioning, jurisdictional and litigation risks, seasonality, and momentum, all while maintaining a disciplined focus on valuation. By systematically avoiding overpriced stocks and selecting undervalued assets that meet its high standards, our Fund delivers growth with lower beta and resilient performance.
Since our launch in January 2019, the strategy has achieved an annualised return exceeding 15.4% (as of 31/12/2024), demonstrating the strength and consistency of its approach.
Picking the best of the bunch.
Our strategy centers on a proprietary valuation model that assesses portfolio holdings against a global universe using over 30 meticulously refined metrics developed over two decades. Distinctively, the fund is rebalanced every two weeks, ensuring agility in adapting to market shifts and continued optimisation for relative value. Our CEO Mark Ellis has extensive experience as a proprietary trader and hedge fund manager, which further enhances the fund’s ability to act decisively and leverage new information.
