ISA-friendly equity funds
Neptune Investment Management is a UK-based fund management company offering a range of ISA-friendly equity funds to private investors, advisers and institutional clients. It was founded in 2002 by Robin Geffen. The firm is employee-owned and invests in the public equity markets across the globe, employing a combination of top-down and bottom-up stock picking to create its portfolio.
Geffen taking over tech fund
Industry Voice: Returning from a recent research trip to China, Ewan Thompson and Ruth Chambers highlight the key macro drivers and how these are informing the Neptune Emerging Markets Fund. They also discuss the stronger US dollar and its impact on the...
Fourth manager to join
Tom Smith has been at Neptune since 2009
Improvement in corporate cashflows and industrials
Industry Voice: Over the last two years, emerging markets have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis. With emerging market economic indicators accelerating...
New entrants also announced
Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.
IA UK Equity Income sector average down 3.9%
Avoiding domestic stocks
Strong month for technology
What made the headlines?
Fund manager and senior people moves
Emerging market specialist
Robin Geffen, Neptune Fund Manager & CEO, discusses dividend risk and the potentially negative consequences of the Investment Association's decision to cut the UK Equity Income sector's yield target earlier this year.
Joins from Neptune
Hurt last year by Brexit outflows
After a quiet year for M&A in 2016, UK equities have been bolstered by increased deal activity year-to-date. Neptune's Mark Martin explains why he believes M&A could continue to drive the outperformance of small and mid-caps in the coming months
Deputy manager on the UK Mid Cap fund
UK housebuilders have performed strongly in recent times, rising in excess of 400% since the financial crisis. But with house price growth slowing and construction workloads decreasing, do UK housebuilder stocks represent a concrete investment?
Neptune's Chief Economist and CIO James Dowey explains why he is increasingly cautious about the outlook for the UK economy and consumer, and believes UK investors will have to be highly selective as a result.
How big is too big?
M&A activity and senior appointments
Manager Patrick Close has left the firm