Asset Management

Is that chink of light an investment opportunity?

The state of play of UK-listed asset managers. Part 2: valuation, financials, strategic moves

Sep 8 •

Is that a chink of light?

A look back at UK-listed asset managers' H1-25 & a look forward to H2 and beyond. Part 1: The (confusing) AUM picture.

Aug 28 •

Mercia: it won’t take long to see who's right

Share price heavily discounts on-balance-sheet investments. Mercia intends to sell most of them within 2 years. It won’t take long to see who's right.

Jul 3 •

Tough H1 for Impax, but shares look detached from fundamentals

Impax is hardly the disaster implied by its share price, which is down 31% over six months and 68% over 12 - a forward PE of just 8.5 for a business…

Jun 9 •

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

Apr 15 •

A wild Q4 = a fascinating 2025

Headwinds, tailwinds, crosswinds part 2: an update on UK-listed asset managers

Jan 27 •

Polar Capital looking strong as active managers struggle

AUM up 5% in the last quarter of 2024, performance fees jump

Jan 14 •

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…

Dec 19, 2024 •

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…

Dec 5, 2024 •

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.

Dec 4, 2024 •

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…

Nov 21, 2024 •

No slowing Tatton's growth train

H1 revenue +24%, profit +23%, forecasts upgraded

Nov 13, 2024 •

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