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 AIM (formerly the Alternative Investment Market) and have successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions since 2004.

Download our AIM for Inheritance Tax Report!

This FREE report explains how investing in good quality AIM companies can help you avoid Inheritance Tax and potentially substantially increase your wealth. Download the report from the link here to find out more about the benefits of Business Property Relief on AIM shares.

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Co-founder of Fundamental features on The Professional Investor

How Do You Construct An Investment Portfolio?

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In our blog

Better late than never

25 September 2024

CEO of the London Stock Exchange, Dame Julia Hoggett, has spoken to the Treasury in favour of AIM and why Business Relief has become an important source of “capital for AIM companies”. Sky News reported that Dame Julia told the Treasury what immense value AIM brings to this country and why Business Relief should continue…. Read more

How does a Bank of England base rate cut help small caps?

2 August 2024

With the Bank of England cutting their base rate for the first time in over 4 years; how does a Bank of England base rate cut help small caps? 1. Lower Borrowing Costs: When the base rate is cut, it generally leads to lower interest rates on borrowing. This makes it cheaper for small-cap companies… Read more

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

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