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2025: the great Asset Management bifurcation? (part 2 of 3)
Some are priced to win, some to lose, then there's a peloton with similar-looking valuations. What is Mr Market actually pricing in?
Feb 9
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Paul Bryant
4
2
1
2025: the great Asset Management bifurcation? (part 1 of 3)
UK-listed asset managers had wildly differing fortunes in 2025. Was it the year that revealed winners and losers? Or has it left some richly valued, and…
Feb 3
•
Paul Bryant
3
1
In conversation with Mercia CEO, Mark Payton
Under the bonnet of Mercia Asset Management’s business model, growth opportunities, strategy, and the disconnect between fundamental value and share…
Jan 29
•
Paul Bryant
1
Who’s who in UK-listed asset & wealth management
Runners and riders covered by this newsletter & what to expect
Dec 4, 2025
•
Paul Bryant
4
1
Mercia: A fund management business and a cash pile for free?
If the NAV of its investments is correct, then yes. In H1-26, EBITDA & margin were up again, growth outlook is solid, and the huge discrepancy between…
Dec 4, 2025
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Paul Bryant
1
1
1:02
Tatton delivers again
Profit +20%, dividend +26%, strong outlook
Nov 25, 2025
•
Paul Bryant
1:07
H1 growth tees Polar up for strong FY26
25% AUM growth over H1-26 was far stronger than all peers and almost five times the sector-median
Nov 19, 2025
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Paul Bryant
1
1:04
More juice in Jupiter's jump?
Share price up over 100% from heavily oversold levels. But even after that jump, the bull case looks stronger than the bear case.
Oct 30, 2025
•
Paul Bryant
1
1
1
Jupiter jumping. Liontrust limping. Why?
After a rough few years for both stocks, Jupiter has bounced, Liontrust hasn't. What's behind recent moves? Can Jupiter run further? Can Liontrust…
Oct 13, 2025
•
Paul Bryant
2
1
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, 2025
•
Paul Bryant
4
4
1
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, 2025
•
Paul Bryant
7
1
2
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, 2025
•
Paul Bryant
1
1
1
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