Nutshell GROWTH FUND
WHERE QUALITY GROWTH meets RELATIVE VALUE
The award-winning Nutshell Growth Fund is a long-term quality growth strategy, strategically investing in around 30 meticulously chosen companies from around the world. Our focus is on buying rare exceptional companies with ethically-sound businesses that we believe are undervalued given their quality characteristics.
We carry out regular portfolio rebalancing to uphold our commitment to investing in the highest quality companies at the best price relative to other opportunities. We believe this ensures sustainable performance.
+191
2024 Fund
AUM Growth
+26.7
2024 Fund Performance*
*GBP IF Share Class.
We are signatories to the UN’s Principles for Responsible Investment, a commitment to incorporate and promote ESG issues in investment.
We have joined the Net Zero Asset Managers Race to Zero Initiative, supporting the goal of net zero greenhouse gas emissions by 2050 or sooner, in line with global efforts to limit warming to 1.5 degrees Celsius.
We adhere to the UN’s Sustainable Development Goals, looking to promote a cleaner, fairer and more responsible world
The Sustainable Finance Development Regulation is a set of rules which aims to make the sustainability profile of funds more easily comparable through defined metrics for assessing the ESG outcomes of the investment process. An Article 8 fund is, “a Fund which promotes, among other characteristics, environmental or social characteristics, or a combination of those characteristics, provided that the companies in which the investments are made follow good governance practices”. Our Fund is an SFDR8 Fund.
Giving BACK
The principles that govern our business are based not only on laws and regulations but are also founded on respect and dignity for others. Integrity is doing the right thing... even when no one is watching.
For this reason, we are happy to sponsor HC Knole Park, investing in young people, promoting healthy lifestyles and improving accessibility to opportunities outside of the ordinary.