Setanta asset management

Setanta Asset Management: A Long-Term Value Investing Approach

Setanta Asset Management is an independent investment management firm based in Dublin, Ireland. Established in 1998, Setanta has successfully applied a long-term value investing approach to its global equity and multi-asset funds. The Setanta investment approach is centered on the belief that markets are inefficient and that there are opportunities to generate superior returns by identifying undervalued companies with strong fundamentals.

The company's investment philosophy is grounded in the principles of value investing, which were first popularized by Benjamin Graham and David Dodd in their seminal book "Security Analysis" published in 1934. Value investing involves buying stocks that are trading at a discount to their intrinsic value, which is determined by analyzing a company's financial statements and assessing its future growth prospects.

Setanta's team of experienced investment professionals conducts rigorous fundamental analysis to identify companies with strong competitive advantages, sustainable business models, and attractive valuations. The team also considers macroeconomic factors such as interest rates, inflation rates, and geopolitical risks when making investment decisions.

One of the key strengths of Setanta's investment process is its focus on long-term horizons. The firm believes that short-term market fluctuations can create opportunities for patient investors who are willing to hold onto quality companies through periods of volatility. This approach has enabled Setanta to deliver consistent outperformance over the long term across its range of funds.

Setanta offers a range of equity and multi-asset funds designed for both institutional and retail investors. Its flagship fund is the Setanta Global Equity Fund, which invests in high-quality companies from around the world with strong competitive positions and attractive valuations. The fund has consistently outperformed its benchmark since inception.

In addition to its global equity fund offerings, Setanta also manages several multi-asset funds designed for investors seeking diversified exposure across different asset classes such as equities, bonds, real estate securities, commodities, and currencies. These funds are designed to provide investors with a balanced portfolio that can generate attractive returns while managing risk.

Setanta's commitment to responsible investing is reflected in its approach to environmental, social, and governance (ESG) factors. The firm believes that companies with strong ESG credentials are more likely to deliver sustainable long-term returns for investors. Setanta integrates ESG considerations into its investment process by conducting thorough research on companies' sustainability practices and engaging with management teams on issues such as climate change, human rights, and corporate governance.

In conclusion, Setanta Asset Management is a leading independent investment management firm based in Dublin, Ireland. Its long-term value investing approach has enabled it to consistently outperform across its range of equity and multi-asset funds. With a focus on quality companies trading at attractive valuations and a commitment to responsible investing principles, Setanta is well-positioned to continue delivering superior returns for its clients over the long term.