Utilising a differentiated approach to capture underappreciated value across a range of markets
Our approach and experience of investing over the long term provides the perfect foundation for institutional fund management. We discuss every investment case as a team as it is our fundamental belief that every member offers a unique insight. This creates an environment in which we continuously challenge our investment potential and also to mitigate downside risk. Our speciality of investing in both small and large companies provides us with significant experience of the regulatory environment and managing liquidity requirements.
We believe that sustainable compound returns are produced by businesses who are relevant now and will be increasingly so in our shared future. Many of these companies continuously innovate to match the future requirements of their customers whilst acting in the best interests of society; we call these companies Pioneers…
We are delighted to announce that we partnered with Evelyn Partners Fund Solutions Limited in 2021, (previously named Smith & Williamson), as ACD (administrator) to support the launch of two new growth funds. Evelyn Partners currently have c.£10bn AUA.
The SVS Dowgate Wealth UK Small Cap Growth Fund, and Onward Opportunities Ltd are led by Laurence Hulse; the SVS Dowgate Wealth UK New Economies Fund and SVS Dowgate Cape Wrath Focus Fund are led by Adam Rackley and the SVS DW Asia Income & Growth Fund and SVS DW Asia ex-Japan All-Cap Funds are both led by Jane Andrews. Please click on the individual pages above to find out more.
If you would like to be added to our Fund mailing list, please submit your enquiry to funds@dowgate.co.uk
An Investment Company managed by a team with c.160 years combined experience, targeting a structural market opportunity in smaller companies within the UK
SVS Dowgate Wealth UK Small Cap Growth Fund Founders Class minimum investment of £100,000, reduced to £1,000 until further notice
