Capital at risk: The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
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Investment Objective
Temple Bar’s investment objective is to provide investors with a growing income combined with growth in capital. It aims to meet this objective by investing primarily in UK equities, across different sectors, maintaining a balance of larger and smaller/medium-sized companies. The Trust has a bias towards FTSE 350 companies.
Investment Strategy
The strategy employed by Temple Bar is known as value investing. This is the process of buying a company’s stock for less than its true worth (sometimes known as its intrinsic value). By buying at a discount, this strategy builds in a ‘margin of safety’ and whilst in the short term an undervalued company’s share price might fall further, in the long run the built-in value should ultimately be recognised by other investors, prompting the share price to rise to reflect the stock’s intrinsic value. There is much empirical evidence to show that value strategies have delivered excess returns over the longer term.
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Management Team
Nick Purves – Manager
Nick joined Redwheel in August 2010 as a Partner and Fund Manager in the Value & Income team. His aim is to deliver exceptional long-term investment returns for our clients through an intellectually robust and disciplined investment approach. He was attracted to Redwheel by the alignment of financial reward and the delivery of successful outcomes for clients. Nick worked at Schroders for over sixteen years, initially joining in 1994 as an Analyst before moving into portfolio management where he managed both Institutional Specialist Value Funds and the Schroder Income and Income Maximiser Funds together with his long-standing colleague Ian Lance. Nick lists 'Planes, Trains and Automobiles' as his favourite book and ‘The Resistance’ by Muse as his all-time favourite album.
Ian Lance – Manager
Ian joined Redwheel in August 2010 as a Partner and Fund Manager in the Value & Income team with fellow colleague Nick Purves from Schroders. He was attracted to Redwheel for its small boutique set up which gives him and his team the autonomy, allowing them to focus on investing free from the distractions associated with larger asset managers. He strives for a pre-eminent Value team by delivering the best possible outcome for their investors. Whilst at Schroders, Ian was a Senior Portfolio Manager of the Institutional Specialist Value, the Schroder Income and Income Maximiser Funds together with his longstanding colleague Nick Purves. Ian started his career in 1988 and held various roles in asset management including as Head of European Equities and Director of Research at Citigroup. Outside of Redwheel, Ian enjoys walking the Pembrokeshire Coastal Path with his wife and dog and lists Vietnam as his favourite place to have travelled to. His advice to future generations is to start saving, early.
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