Brickwood Asset Management LLP
Brickwood Asset Management LLP is a London-based investment adviser and asset management firm established in the United Kingdom. It is registered in England and Wales and serves professional investors, primarily through investment companies and pooled investment vehicles. As of June 2025, the firm reports $1.6 billion in assets under management and employs 8 people. Brickwood operates a discretionary investment management business focusing on global public securities and manages accounts predominantly for institutional and professional clients.
Investment Strategy
Brickwood Asset Management LLP employs a discretionary investment management approach, with a focus on global equities and fixed income securities. The firm predominantly serves institutional clients through investment companies and pooled investment vehicles, targeting portfolio diversification and risk-adjusted returns. It utilizes fundamental research and sector analysis to invest across a variety of industries, including healthcare, financials, and commodities, as reflected in recent holdings. Investments are intended for professional investors, with offerings made only through approved channels and after evaluating relevant fund documentation. The firm stresses the importance of risk management and capital preservation, acknowledging market volatility and the potential for investment losses.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVST | ENVISTA HOLDINGS CORPORATION | 29.37% | $40.0M | 2,051,469 | $19.28 | $19.54 | +$4.0M |
B B | BARRICK MINING COR COM NPV | 27.17% | $37.0M | 1,953,812 | $20.82 | $20.82 | +$37.0M |
M MAN | MANPOWERGROUP INC | 21.79% | $29.6M | 731,305 | $40.40 | $40.40 | +$29.6M |
W WU | WESTERN UNION CO | 20.75% | $28.2M | 3,353,696 | $10.33 | $8.42 | -$2.9M |
C C | CITIGROUP INC COM NEW COM NEW | 0.24% | $332.0K | 5,345 | $85.12 | $85.12 | +$332.0K |