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Asset Management

Polar flows hold up amidst heavy sector outflows
AUM hit by market falls, but Polar's net flows look strong in what is looking like an awful quarter for active asset managers
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Paul Bryant
A wild Q4 = a fascinating 2025
Headwinds, tailwinds, crosswinds part 2: an update on UK-listed asset managers
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Paul Bryant
Polar Capital looking strong as active managers struggle
AUM up 5% in the last quarter of 2024, performance fees jump
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Paul Bryant
Headwinds, tailwinds, crosswinds: 2024 in review
2024 was a mixed bag of ups and downs for UK-listed asset managers. Could it be the tail-end of a bleak period which has seen the median share price…
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Paul Bryant
Strong growth. A rarity in today's asset management sector.
In H1 of FY25, Mercia Asset Management's revenue grew 19% year-on-year with EBITDA up 34%. It is one of very few London-listed peers with positive net…
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Paul Bryant
Impax: solid FY24 results, triggers to reignite growth becoming visible
After a tough two years for sustainable funds, active funds, and for Impax, there are pending triggers for a return to net inflows.
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Paul Bryant
Polar H1 revenue & profits jump on higher AUM
Polar was one of only two London-listed asset managers with positive net flows over the 6m to 30 Sep, that followed it having the 2nd highest AUM growth…
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Paul Bryant
No slowing Tatton's growth train
H1 revenue +24%, profit +23%, forecasts upgraded
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Paul Bryant
Who’s who in London-listed asset & wealth management
An overview of runners and riders covered by TheInvestors.blog and what to expect from this newsletter
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Paul Bryant
2
Tech versus the rest in Q2-24
Among London-listed asset managers, only Polar Capital managed strong investment returns AND strong net flows. But will the July 'great rotation' out of…
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Paul Bryant
Will the real PE ratio please stand up? (part 2 of 2)
That's me! I'm the 'U-PER'. Asset managers' on-balance-sheet investments, cash piles, and acquisition accounting mean not all PE ratios are created…
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Paul Bryant
Lies, damned lies, and PE ratios (part 1 of 2)
When valuing asset managers, the (usually) useful PER can sometimes be misleading. There is a fix.
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Paul Bryant
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