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Value investing in growing companies
Growth at a reasonable price
Our philosophy combines both value and growth disciplines. We employ a bottom-up approach to identify under-valued, profitable, strongly managed growth companies which are not well known or understood by the wider market.
Unicorn aims to deliver consistent upper-quartile performance by investing in businesses which themselves are capable of delivering consistent and sustainable earnings growth. These companies are required to be profitable and cash generative.
Each OEIC portfolio contains between 30 to 50 stocks chosen with high conviction. Stock specific risk is mitigated by investing in relatively low risk, high quality companies. Our aim is to deliver strong and consistent long term out-performance by targeting absolute returns therefore making real money for investors in our funds.
A long term approach to investment is adopted with the holding periods expected to be 5 years or more. Unicorn has a proven and consistent track record in this area of the market. The successful investment management team at Unicorn is well established, sharing over 100 years’ experience in managing UK equity portfolios.
Unicorn’s investment style can be categorised as ‘Defensive Growth’ and our portfolios typically have a lower beta but higher tracking error than the overall market.
Our research is designed to identify companies that match pre-defined criteria. Companies we invest in should be profitable at the point of initial investment. ‘Blue-sky’, loss-making, cash consuming companies are avoided.
Our investment criteria requires potential investee companies to demonstrate most of the following characteristics:-
The expectation is that we will hold investments for several years. The decision to invest is similar to that of an owner-manager’s business decision to participate in a quality, long-term business franchise.
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Unicorn Asset Management is authorised and regulated by the Financial Conduct Authority (FCA registered company number 192164).
Unicorn Asset Management provides investment products for professional investors, which include:
While considerable care has been taken to ensure that the information contained within this website is accurate and up to date, no warranty is given as to its accuracy or completeness, and no liability is accepted for any errors or omissions. All products referred to on this website are subject to change without notice, and we do not undertake to advise you of any changes to our views. This website should not be regarded as an invitation to buy or sell.
The information contained on this website is issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC1M 6AU. Unicorn Asset Management Limited is authorised and regulated by the Financial Conduct Authority (‘FCA’). Further information about the FCA can be found at www.fca.org.uk. Unicorn Asset Management Limited is the manager of Unicorn AIM VCT plc. Unicorn Asset Management Limited is the Authorised Corporate Director of Unicorn Investment Funds and an Investment Adviser to the Acorn Income Fund Limited.
The information on this website is for information purposes only and should not be construed as an invitation, offer or recommendation to buy or sell investments, shares or securities or to form the basis of a contract to be relied upon in any way. The information on this website will change without prior notice.
This website is designed for and targeted solely at residents of the United Kingdom and does not constitute an offer of or an invitation to apply for or purchase any shares or securities. The information does not constitute an offer of or an invitation to apply for or purchase any shares or securities in any jurisdiction where it would be unlawful or in which the person making such an offer is not qualified to do so or to whom it is unlawful to make such an offer or solicitation. Distribution of the information contained herein in written format is generally restricted to the UK and is subject to these terms and conditions. This website does not make any offer or invitation to US persons as defined as residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof who are excluded from the information, services or products on this site.
Unicorn Asset Management Limited provides no guarantees, representations or warranties regarding the accuracy of any information on this website. No third party liability is accepted by Unicorn Asset Management Limited, its directors and employees or its affiliates and their directors in respect of errors and omissions other than under the duties and liabilities of the Financial Services and Markets Act 2000.
Unicorn Asset Management Limited does not provide investment advice to private investors and if you are in any doubt about the information on this website you should consult your own accountant, solicitor, stockbroker, independent financial adviser or other professional adviser.
Past performance is no guide to future performance. The value of investments and the income from them may go down as well as up and investors may not get back the full amount of their original investment. You should not invest unless you are prepared to accept a high degree of risk. Taxation levels, benefits and reliefs may all vary depending on individual circumstances and are subject to change.
Investing in smaller companies, including AIM companies and unquoted companies, can carry greater risks than those usually associated with large capitalisation companies. Smaller companies are likely to be less established and may not have access to the financial resources available to their larger counterparts. Their product ranges and target markets may be limited. The shares of smaller companies are relatively illiquid and under researched.
This website contains links to other websites. These links are included to provide useful or additional information. We are not responsible for the accuracy or content of these websites nor should their inclusion be construed as an endorsement of such websites or the information contained on them.
Under no circumstances whatsoever should any of the information on this website be copied, reproduced or otherwise redistributed without our express prior consent in writing. Unicorn Asset Management Limited is authorised and regulated by the Financial Conduct Authority (‘FCA’)
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Unicorn Asset Management Ltd is registered under the Data Protection Act 1998 and complies with the Act in all our dealing with your personal data.
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