Silchester International Investors LLP
Silchester International Investors LLP is an independent investment management firm based in London, United Kingdom. The firm acts as a registered investment adviser in the USA and is authorized by both the UK Financial Conduct Authority and the Central Bank of Ireland. Founded in 1994, Silchester primarily manages international equity portfolios for institutional investors including pension funds, endowments, foundations, and government entities. The firm is known for its long-standing international perspective, disciplined approach, and tailored client service.
Investment Strategy
Silchester International Investors LLP specializes in value-oriented, long-term investments in international equity markets outside the United States. The firm follows a bottom-up approach based on thorough fundamental analysis, seeking undervalued companies with the potential for sustainable value appreciation. Silchester is known for maintaining a concentrated portfolio, frequently engaging with company management, and taking a patient investment stance. The firm avoids short-term market moves and instead focuses on long-term intrinsic value, risk management, and stewardship of capital for institutional clients.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NTR | NUTRIEN LTD | 95.70% | $292.5M | 4,981,447 | $49.02 | $58.71 | -$159.9M |
R RYAAY | RYANAIR HOLDINGS PLC | 2.18% | $6.7M | 110,672 | $47.83 | $60.22 | +$282.2K |
C CCEP | COCA-COLA EUROPACIFIC PARTNE | 2.11% | $6.5M | 71,476 | $67.58 | $90.41 | -$165.1K |