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Eschler Asset Management LLP
Eschler Asset Management LLP is a London-based investment advisory firm founded in 2011. The firm focuses on value investing equities across global markets. It is regulated by the SEC. The company manages portfolios for institutional and high-net-worth clients. Employee count is variable, with some reports suggesting up to 41 employees, mostly on the investment side.
Investment Strategy
Eschler Asset Management LLP employs a value-oriented investment strategy, focusing on fundamental research to identify undervalued equities across global markets. The firm’s philosophy centers on long-term capital appreciation through concentrated positions in companies with strong fundamentals, sound management, and attractive valuations. Eschler typically seeks investment opportunities where intrinsic value is significantly higher than the market price, deploying rigorous due diligence and bottom-up analysis.
Latest 13F Filing Activity
Eschler Asset Management LLP filed their most recent 13F report on Jun 30, 2025 disclosing 56 equity positions with a total 13F market value of $133M. The fund increased holdings in Bloom Energy Corp., GDS HLDGS LTD, Vaneck Etf Trust among other positions. Eschler Asset Management LLP reduced exposure to Rio Tinto PLC, Alphabet Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BE | BLOOM ENERGY CORP | 11.87% | $15.7M | 655,000 | $23.92 | $23.92 | +$15.7M |
A AGI | ALAMOS GOLD INC NEW | 8.79% | $11.6M | 438,620 | $24.96 | $26.56 | +$9.1M |
G GDS | GDS HLDGS LTD | 8.21% | $10.9M | 355,200 | $30.57 | $30.57 | +$10.9M |
G GDXJ | VANECK ETF TRUST | 7.65% | $10.1M | 150,000 | $67.59 | $67.59 | +$10.1M |
N NGD | NEW GOLD INC CDA | 5.90% | $7.8M | 1,579,297 | $4.64 | $4.95 | +$6.4M |
Industry Allocation
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