Independent firm with unrivalled knowledge

Fundamental Asset Management Limited is an independent, owner managed, investment management firm which has delivered outstanding investment performance through focusing on direct equity investment.

We undertake our own in-depth research, seeking out the best investment opportunities across UK and international stock markets.

We have an unrivalled knowledge of the AIM market and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions for over 15 years.

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In our blog

Value of AIM to the UK economy significantly outweighs cost of modest tax concession

3 July 2020

An excellent report from specialist growth company research house, Equity Development, has highlighted the huge benefits AIM brings to the UK economy and how the mild encouragement provided by the Inheritance Tax concession to those considering an IPO onto AIM is a very large multiple of the cost in tax foregone by HMRC. We would… Read more

What is driving AIM’s outperformance?

26 June 2020

The AIM index is up 30% since 1st April i.e. Q2 2020. Maybe this is not surprising when you consider that it fell by 29% in Q1 and, as has been widely reported in the mainstream press, markets have rebounded. However, when you compare to the UK main markets, AIM has massively outperformed in Q2… Read more

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To contact Fundamental Asset Management email us or call +44 (0)1923 713 890

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