Our current client list extends across a range of companies and private individuals, for whom Charlotte Square manages corporate and personal pension schemes, family trust arrangements, SIPPs and ISAs and tax friendly AIM portfolios in addition to the Thesis Charlotte Square Allweather Fund, our pooled investment vehicle.
Our investment style is based on the best investment traditions of capital preservation and absolute returns. That objective provides the backdrop to an active investment style with a particular emphasis on adding value in difficult market conditions.
The investment management team focuses on three key areas to add value: Owner-managed funds and companies; undervalued stock situations; and smaller capitalised companies – particularly those trading on the Alternative Investment Market (AIM) where Charlotte Square has particular expertise.
Investment management, wholly centred on performance, is our core activity in the Edinburgh office.