Haven Global Partners, LLC
Haven Global Partners LLC is an SEC-registered, boutique asset management firm headquartered in Atlanta, Georgia, USA. Founded in approximately 2024, the firm specializes in international equity investing and serves institutional clients, notably state and municipal government entities and charitable organizations. With approximately 4 employees, 75% of whom are investors, Haven Global Partners manages over $1.2 billion in assets under management as of February 2025. Their disciplined, global approach seeks to generate sustainable long-term returns for clients through rigorous research and prudent portfolio construction.
Investment Strategy
Haven Global Partners focuses on investing in international equities using a bottom-up research approach. The firm seeks high-quality companies across global markets, emphasizing risk management and capital preservation. Their investment philosophy centers on identifying businesses with durable competitive advantages, attractive valuations, and prudent management, aiming for sustainable long-term returns. Portfolios are constructed with a blend of quantitative and qualitative analysis, favoring international diversification. The majority of AUM is managed on behalf of state and municipal government entities as well as charitable organizations, employing fully discretionary strategies.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RYAAY | RYANAIR HOLDINGS PLC | 18.35% | $23.4M | 405,501 | $43.59 | $57.67 | +$5.6M |
U UBS | UBS GROUP AG | 17.88% | $22.8M | 675,824 | $30.79 | $33.82 | +$5.0M |
B B | BARRICK MNG CORP | 15.61% | $19.9M | 957,762 | $20.82 | $20.82 | +$19.9M |
I IBN | ICICI BANK LIMITED | 14.74% | $18.8M | 558,641 | $30.11 | $33.64 | +$623.4K |
C CNI | CANADIAN NATL RY CO | 10.95% | $14.0M | 134,275 | $101.51 | $104.04 | +$336.1K |