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Skerryvore Asset Management LTD
Skerryvore Asset Management Ltd is an independent investment management boutique founded in Edinburgh in 2019, with headquarters in Cambridge, UK. The firm is authorised and regulated by the Financial Conduct Authority and registered as an investment adviser with the SEC. Skerryvore focuses on providing emerging market equity investment strategies to institutional clients globally. The company employs fundamental, bottom-up research and prides itself on a collaborative and inclusive culture, aiming to invest responsibly in high quality, enduring businesses in emerging markets.
Investment Strategy
Skerryvore Asset Management pursues a fundamental, bottom-up investment approach, focused on selecting quality companies operating in or exposed to emerging markets. The firm creates high-conviction, reasonably-valued portfolios based on rigorous analysis and collaborative research. Emphasis is placed on the long-term durability and ethical leadership of companies, aiming to generate absolute long-term returns while responsibly investing to mitigate short-term risks and enhance value for institutional clients.
Latest 13F Filing Activity
Skerryvore Asset Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 6 equity positions with a total 13F market value of $124M. The fund increased holdings in Mercadolibre Inc., HDFC Bank LTD, Infosys LTD among other positions. Skerryvore Asset Management LTD reduced exposure to Compania Cervecerias Unidas, Franco Nev Corp., Wheaton Precious Metals Corp. among others.
Top Holdings
Equity Positions (6)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FNV | FRANCO NEV CORP | 45.46% | $56.4M | 344,340 | $117.59 | $163.92 | -$2.7M |
M MELI | MERCADOLIBRE INC | 28.42% | $35.3M | 13,499 | $1700.44 | $2613.63 | +$8.8M |
H HDB | HDFC BANK LTD | 10.88% | $13.5M | 176,152 | $64.55 | $76.67 | +$391.6K |
C CCU | COMPANIA CERVECERIAS UNIDAS | 9.55% | $11.9M | 917,510 | $11.33 | $12.92 | -$5.7M |
W WPM | WHEATON PRECIOUS METALS CORP | 3.22% | $4.0M | 44,500 | $56.24 | $89.80 | +$21.4K |
Industry Allocation
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