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Alken Asset Management LTD.

CIK:0001629996
Asset Manager
$2B AUM
36 holdings
London, United Kingdom
Founded:2005
18 employees
Latest filing:Sep 30, 2025

Alken Asset Management Ltd. is an independent asset management firm headquartered at 25 Savile Row, London, United Kingdom. Founded in 2005, the firm focuses on professional asset management services, primarily for institutional, pooled funds, and pension plans. As of mid-2025, the firm employs approximately 18 professionals and is regulated as an investment adviser. Alken serves a global investor base, offering specialist knowledge in equity and other investment strategies.

Investment Strategy

Alken Asset Management Ltd. manages pooled investment vehicles and pension/profit-sharing plans, with a discretionary approach to investment management. The firm is known for fundamental bottom-up equity research, focusing on active stock selection within European and global markets. Alken's philosophy emphasizes rigorous analysis, concentrated portfolios, and long-term capital appreciation for its clients, often employing high-conviction, unconstrained strategies based on deep company and industry research.

Top Buys
A
APO-PAApollo Global Mgmt 6.750 31-Jul-2026 PEPS A
-$118.0K
K
KOCoca-Cola Co/The
-$48.0K
M
MSCIMSCI Inc
-$8.0K
I
IAUIshares Gold Trust
-$0
Top Sells
A
APO-PAApollo Global Mgmt 6.750 31-Jul-2026 PEPS A
-$118.0K
K
KOCoca-Cola Co/The
-$48.0K
M
MSCIMSCI Inc
-$8.0K
I
IAUIshares Gold Trust
-$0

Top Holdings

A
APO-PAApollo Global Mgmt 6.750 31-Jul-2026 PEPS A
+3.1%$1.9M
K
KOCoca-Cola Co/The
+1.2%$733.0K
M
MSCIMSCI Inc
+1.0%$626.0K
I
IAUIshares Gold Trust
+0.7%$410.0K

Equity Positions (4)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
APO-PA
Apollo Global Mgmt 6.750 31-Jul-2026 PEPS A3.05%$1.9M26,600$75.14$70.28-$118.0K
K
KO
Coca-Cola Co/The1.20%$733.0K11,100$62.26$66.32-$48.0K
M
MSCI
MSCI Inc1.02%$626.0K1,100$600.01$567.41-$8.0K
I
IAU
Ishares Gold Trust0.67%$410.0K7,400$58.96$72.77$0

Industry Allocation

INVESTMENT ADVICE
+6.1%
BEVERAGES
+1.2%
SERVICES-BUSINESS SERVICES, NEC
+1.0%
COMMODITY CONTRACTS BROKERS & DEALERS
+0.7%