Setanta Asset Management
@setanta-asset.com
The Setanta investment approach is straight forward. We invest our portfolios in good quality businesses that are durable, financed conservatively, run by trustworthy management with a shareholder focus and under-appreciated by investors at large for one reason or other. We protect our clients with sensible diversification, a healthy dose of scepticism, and a margin of safety ‘buffer’ embedded in our valuation work. We are diligent and patient investors, undertaking thorough investment research, developing a deep understanding of our portfolio companies and always with a long-term perspective. Our funds are concentrated. According to the World Federation of Exchanges there are 45,000 companies quoted on its members’ exchanges; we own less than 150 across all our funds. We are highly selective and invest based on investment merit rather than size or popularity. We find many thousands of companies do not fit in with our investment principles. We pass on these. Rather, we look to invest in companies that are understandable, financially sound and well managed – what we call Proven Durable Businesses. That in itself is not enough. A winning investment formula is investing in these types of businesses when they are mispriced, Our Opportunity Set. Correctly identifying these requires us to have intelligent insights and to be opportunistic and patient.
Setanta Asset Management's Company Logos
Setanta Asset Management's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#45BA69
Chateau Green
69, 186, 105
138, 46, 50
63, 0, 44, 27
#F9AC8A
Rose Bud
249, 172, 138
18, 90, 76
0, 31, 45, 2
#212331
Ebony Clay
33, 35, 49
233, 20, 16
33, 29, 0, 81
About Setanta Asset Management
Setanta Asset Management is an independent investment management firm headquartered in Dublin, Ireland. With a successful track record since its establishment in 1998, Setanta specializes in applying a long-term value investing approach to its global equity and multi-asset funds. Their investment philosophy revolves around selecting high-quality businesses that demonstrate durability, conservative financing, trustworthy management with a shareholder focus, and are undervalued by the market.
Setanta prioritizes their clients' protection by employing sensible diversification, a healthy dose of skepticism, and incorporating a margin of safety 'buffer' into their valuation work. Their diligent and patient investment strategy involves thorough research and developing a deep understanding of the companies in their portfolio, always with a long-term perspective. The brand attributes a significant portion of their success to their dedicated team and the right culture.
Setanta Asset Management is regulated by the Central Bank of Ireland and registered as an Investment Adviser with the Securities and Exchange Commission
