Nutshell Asset Management launches global equity strategy during lockdown

London based Nutshell Asset Management has successfully launched its inaugural global equity strategy during the pandemic crisis. Mark Ellis, the founder and CIO said “The strategy focuses heavily on both a proprietary factor-based stock selection process and a capital preservation method over the cycle. The strategy did well in 2019 and has made money in 2020 in very testing conditions. We benchmark ourselves against the best global asset managers, especially those with an ethical compass. The strategy launched as the Thornbridge Nutshell Global Equity UCITS Fund in May 2020 and is available via advisors and investment platforms. “No strategy can be completely immune from the vagaries of the stock market and currency markets in the short run, especially at the moment” said Ellis “However, over time, a robust process for stock selection brings about much better investor returns”. He added “Over time we aim to develop a suite of strategies to give investors more choice within an ethical framework”. See www.nutshellam.com for more information.

Nutshell's philosophy is simple. It's committed to generating long term superior growth and protection for it's investors, whilst only investing in those companies that are both high quality and ethically sound.

The nature of it's investment approach is to outperform peers in normal market conditions and significantly outperform them in stressed and bear markets. It does this by investing long term in a concentrated portfolio of carefully selected, highly liquid, exceptional companies, which are identified through a strict multi-factor screening process; companies with a persistent comparative advantage (a “wide moat”). Nutshell also dynamically invests a proportion of the portfolio’s assets into fixed income investments (primarily US Treasuries) or reduces equity exposure during stressed recessionary environments and periods where it feels fixed income is significantly undervalued relative to equities. Nutshell believe this provides more downside protection than a traditional equity fund.

Environmental, Social and Governance (ESG) ratings are also used in the investment decision process. Nutshell actively excludes sectors such as Fossil Fuels, Tobacco and Weapon Manufacturing from its portfolio. Nutshell aims to passionately push the boundaries of investment management through performance, research and integrity.