UK long-only fund managed by Richard Penny

Fund Facts

Manager: Richard Penny

Aim: To achieve long-term capital growth through active management

IA sector: IA UK All Companies

Benchmark: FTSE All Share

Strategy: Long-only UK equity

Launch date: 1st October 2018

Structure: UK OEIC

Fund Video

Introduction to the FP CRUX UK Special Situations Fund

Fund Values

    • The Fund is a concentrated, best ideas portfolio
    • It is investing in a mixture of all caps but primarily mid cap stocks, with the ability to invest in AIM
    • Bottom-up stock picking with a focus on business to business companies
    • It is focused on companies that compete on a global scale
    • Fund manager co-investment
    • A special situation is a company attractively valued relative to its assets or future earning potential

Crux Asset Management

CRUX Asset Management is a UK based fund management group managing long-only equity investments for investors. Active investment management....that's the CRUX.

Our Company

We are a privately-owned company set up by a group of well qualified and highly-experienced investment professionals dedicated to providing superior investment returns and excellent client service. If you have any questions regarding our company or our approach to investment, we would be delighted to hear from you.

Our Philosophy

The philosophy of the investment team is unwavering. At CRUX Asset Management we firmly believe in the concept of time as our friend. We invest for the long-term, never swaying from our investment principles and standing by our convictions.

Our Values

At the heart of our company lies our strongest core value of alignment. We align our investment aims with those of our clients by investing meaningful amounts of our own assets in our funds. All employees are offered equity in the company meaning that they share in the success of the business - we believe this to be a further testament to our commitment to our clients' best interests.

Latest News

Authorised and regulated by the Financial Conduct Authority (ref:623757)

CRUX Asset Management Limited is registered in England & Wales, company number 08697189

Registered Office

48 Pall Mall,
London SW1Y 5JG

© 2018 CRUX Asset Management Limited. All Rights Reserved

How CRUX uses cookies The CRUX website uses cookies and similar technologies. Cookies are a widely adopted method of helping site owners improve the efficiency of their websites and gain information about how their sites are being used. Click here to read our full cookie policy and find out how to change your cookie settings. Otherwise, we'll assume you're OK to continue. Don't show this message again