Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

3886

Four forms long-term partnership with Sanlam

RELATED TOPICS​

Four Capital Partners has formed an investment partnership with Sanlam International Investment Partners.

Sanlam will take an initial equity interest of 29.9 per cent (subject to various regulatory approvals) in the firm for an undisclosed sum.

Four’s executives will not be selling any of their equity and therefore the company remains majority employee owned.

Sanlam International Investment Partners is a division of the Sanlam Group, a listed South Africa financial services group with a market capitalization of USD6bn. The group has investment management capabilities in Southern Africa, the UK, Asia and India.

Four will benefit from Sanlam’s expertise and capabilities in areas such as distribution channels, fund platforms, governance, business strategy input, access to capital for expansion and leveraging service provider relationships.

Four was established in 2006 as a UK equity specialist by Tom Carroll, Chris Rodgers, Ted Williams and Derrick Dunne (pictured). In 2009, Dino Fuschillo joined the firm to establish a European equity capability.
Four’s investment philosophy is grounded on an intrinsic value approach, undertaking in-depth fundamental research and analysis on stocks and entailing a rigorous team based selection process. It focuses on concentrated portfolios with an objective to generate alpha over the long term and portfolios have performed strongly relative to index since launch in 2007. Four now manages assets in excess of GBP450m.

Dunne says: “This is a very positive development for Four. We are very well capitalised, have attracted significant assets and have strong relative performance since inception. Nevertheless, we wanted to take this opportunity to partner with such a well regarded global investment organisation and are confident this will enhance our capabilities for clients and overall business prospects. Whilst Four will remain an autonomous and investment led firm, focused on delivering excellent investment performance, the relationship with Sanlam will give comfort to our clients and prospects that there is a strong financial and operational partner behind Four.”

Hendrik Pfaff, managing director of Sanlam International Investment Partners, adds: “Four is a quality specialist investment management business that complies with all the key criteria that SIIP looks for in an investment partner. The senior management team is experienced and impressive, the investment process is proven and the performance track record outstanding. We look forward to assist in developing Four into one of the leading specialist asset management businesses in Europe.”

Latest News

Bequant has announced that it has launched a new capital introduction platform designed specifically for..
ndosuez Wealth Management has announced the launch of Indosuez Funds - Chronos Green Bonds 2028,..
New global research from industry association Global Digital Finance (GDF) shows most major financial institutions..

Related Articles

graph
The exodus from hedge funds continues with investors questioning unswayed by relatively strong performance from the alternative asset class...
The exodus from hedge funds continues with investors questioning unswayed by relatively strong performance from the alternative asset class...
Waves
A joint statement from BNP Paribas Asset Management, Federated Hermes Limited, Mirova, Robeco and Storebrand Asset Management has been published, entitled The urgent need for better ocean-related data to make informed investment decisions...
A joint statement from BNP Paribas Asset Management, Federated Hermes Limited, Mirova, Robeco and Storebrand Asset Management has been published,..
Frozen soap bubble
From the end of this month, the UK’s Sustainability Disclosure Requirements (SDR) regime comes into force which the Financial Conduct Authority says has a simple aim: “Financial products that are marketed as sustainable should do as they claim and have the evidence to back it up.”..
From the end of this month, the UK’s Sustainability Disclosure Requirements (SDR) regime comes into force which the Financial Conduct..
Global ESG Investing
On May 15 Florida’s Republican Governor Ron DeSantis signed legislation that furthers his ongoing campaign to oppose the role of climate change and ESG factors in state policymaking...
On May 15 Florida’s Republican Governor Ron DeSantis signed legislation that furthers his ongoing campaign to oppose the role of..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by