Fundamentals News & Insights

AIM

Fundamental has signed the Principles for Responsible Investment

Our commitment to ESG Fundamental Asset Management is committed to a range of Environmental, Social and Governance (ESG) principles which help us to operate and invest responsibly. In support of this we have recently become a signatory of the Principles for Responsible Investment (‘PRI’), the world’s leading proponent of responsible investment. The

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No initial fee for advised clients investing Direct

Supporting advisers – supporting their clients No initial fee for advised clients who invest Direct To further support advisers, from Monday 27th June, advised clients who directly invest in Fundamental Asset Management’s AIM IHT Portfolio Service will no longer be charged an initial fee. The scrapping of any initial fee is part of our

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The Fundamentals #9 – Our Investment Approach

The Key Criteria In the ninth 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 the Fundamental Asset Management investment approach. The Fundamental Asset Management investment approach is best described as, stock specific and growth focused, with a value

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The Fundamentals #8 – A profile of our investment team

Fundamental Asset Management Investment Team In the eighth 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 the Fundamental Asset Management Investment Team. Since 2004, Fundamental Asset Management portfolios have been managed by our two founders Chris Boxall and Stephen

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AIM ‘For Sale’ – private equity spots a bargain

Approach for one of AIM’s large companies highlights the appeal of London’s junior market 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

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