Uk Special Situations Fund
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  1. About
  2. Funds
  3. Invest
  4. Literature
  5. News
  6. Contact
IMPORTANT NOTICE: CRUX Asset Management Limited ("CRUX") has been a victim of a website content cloning scam. The fraudulent URL (https://nordicapital.com) is using the trading name of a legitimate private equity firm, Nordic Capital, and provides information and content that has been cloned directly from CRUX. CRUX does not have any affiliated companies and does not use any other domain names or websites to conduct its business. CRUX will never contact you to request that you make any payments to them over the phone in relation to making an investment.

Please see https://www.fca.org.uk/scamsmart FCA - Scam Smart or to report a scam please visit https://www.fca.org.uk/consumers/report-scam-us#Report FCA - Report a scam.
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TM 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 CRUX UK Special Situations Fund

Dividends

Making good investments not just good business

TM 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?