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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Introduction to the Fundamental AIM IHT Portfolio Service

The issues to be aware of when investing in AIM

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In our blog

The Fundamentals #7 – 10 reasons to invest with Fundamental Asset Management

20 May 2022

In the seventh of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at  reasons to invest with Fundamental Asset Management. If you or your client already invests with us, we hope you don’t mind us reminding you what makes us different. 10 Reasons to… Read more

AIM ‘For Sale’ – private equity spots a bargain

12 May 2022

The recent stock market sell-off has resulted in several private equity groups taking a close interest in AIM quoted companies. We aren’t surprised given the quality on offer from AIM’s proven performers, nearly all of which are now trading at significantly lower valuations than they were a few months ago. At the end of April,… Read more

Any questions? Ask our top experts

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

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