FP CRUX UK SPECIAL SITUATIONS FUND 

NEW FUND LAUNCH: 17TH SEPTEMBER 2018

UK long-only fund managed by Richard Penny

Opportunity

UK home to world class business

Fund Video

Introduction to the FP CRUX UK   Special Situations Fund

Dividends

Making good investments not just good business

FP CRUX UK SPECIAL SITUATIONS FUND

  • The Fund is managed by Richard Penny, following a long-only UK Equity approach seeking long term capital gains

  • Concentrated best ideas portfolio, that screens the 1,500 UK stock market companies including AIM market.

  • The Funds investment process will focus on the fundamentals of business to ensure they offer clear upside potential.

  • The fund has a core of mid cap holdings, some FTSE 100 names and a few carefully selected small caps.

  • Richard Penny views a special situation as a company attractively valued relative to its assets of future earnings potential.

  • Richard uses three key criteria:
    • How good is the business?
    • What is it worth?
    • Does it benefit the portfolio?

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