NS Partners LTD
NS Partners Ltd is an independent asset management firm headquartered in London, United Kingdom, with over 60 years of investment expertise. Founded in 1985, the firm specializes in global equity investments and provides discretionary investment management and advisory services to individuals, families, and institutions. NS Partners integrates rigorous fundamental analysis with ESG criteria, tailoring solutions for each client and maintaining independence with a 100% management-owned structure. The firm employs over 120 people across 7 global offices and manages assets for a diverse international client base including institutional and private investors.
Investment Strategy
NS Partners pursues a global, research-driven investment strategy focused on equity markets across developed and emerging regions. The firm's approach blends fundamental analysis, macroeconomic insights, and stringent risk management, with strong integration of ESG (Environmental, Social, and Governance) criteria throughout its process. Investment solutions are highly tailored, with a disciplined manager selection framework and proprietary ESG scoring applied at every stage. The firm manages both long-only and alternative investment funds, aiming for superior absolute returns while prioritizing downside risk management and client-specific customization.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.41% | $255.1M | 512,831 | $104.02 | $497.41 | +$55.6M |
N NVDA | NVIDIA CORPORATION | 9.67% | $236.8M | 1,498,924 | $10.35 | $157.99 | +$70.9M |
M META | META PLATFORMS INC | 5.03% | $123.2M | 166,903 | $186.76 | $738.09 | +$24.6M |
G GOOG | ALPHABET INC | 4.85% | $118.9M | 670,322 | $60.39 | $177.39 | +$8.1M |
A AAPL | APPLE INC | 4.67% | $114.4M | 557,598 | $46.04 | $205.17 | -$14.7M |