Veritas Asset Management
- Company typePrivate
- Founded2003
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
Veritas Asset Management firmographics
Firmographics- Name
- Veritas Asset Management
- Legal name
- Veritas Asset Management LLP
- Website
- https://vamllp.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Veritas Asset Management industry classification
Industry- Product category
- Institutional Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
- akta.pro secondary industry
- Large-Cap Equity (Active) (FSAAAIAA)
Keywords
Where Veritas Asset Management is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
Veritas Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Asset Management Fees: Veritas Asset Management generates revenue through management fees charged on assets under management across its Global and Asian equity strategies, including segregated portfolios and UCITS fund products.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels3 records
Veritas Asset Management product offering
Product offeringCore offering
Veritas Asset Management is a boutique investment partnership that manages long-term real-return equity strategies on behalf of institutional clients. It offers Global equity strategies (Global Focus, Global Equity Income, Global Real Return, Izoard) and Asian equity strategies (Asian Fund, China Fund) delivered through segregated portfolio mandates and Irish-domiciled UCITS-compliant fund vehicles (Veritas Funds PLC and Veritas Common Contractual Funds). All strategies follow the proprietary Veritas Real Return Approach, analysing investments on an absolute basis rather than relative to any benchmark.
Product overview
Veritas Asset Management offers a coordinated suite of equity investment funds structured as both UCITS-compliant Irish-domiciled funds (Veritas Funds PLC and Veritas Common Contractual Funds) and segregated portfolios. The Global strategies include the Global Focus Fund (concentrated 25-40 positions), Global Equity Income Fund (high yield focus), Global Real Return Fund (with downside hedging via derivatives), and Izoard Fund (highly concentrated 8-25 positions with significant cash flexibility). The Asian strategies cover the broader Asia Pacific ex Japan region (35-55 positions) and a dedicated China Fund (10-40 positions). All strategies follow the same Real Return investment philosophy targeting long-term capital protection and growth over rolling 5-year periods.
Differentiator
Problem solved
Functional benefit
Products and services
- Veritas Funds PLC (UCITS umbrella)
Quantifiable outcome
- Veritas Global Focus targets annualised returns of OECD G7 CPI +6-10% p.a. over rolling 5-year periods
- +4 more outcomes
Companies that use Veritas Asset Management
Customer profileSegments3 records
Ideal customer profiles3 records
Veritas Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Veritas Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Brown Brothers Harriman Fund Administration Services (Ireland) LimitedcoreFund administrator for Veritas Funds PLC and Veritas Common Contractual Funds, providing transfer agency, fund accounting, and investor services. Contact: Tel: 00 353 (1) 241 7162, email: [email protected]
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Veritas Asset Management competitors and assessment
Company assessmentDirect peers
- Ruffer LLP: London-based boutique asset manager with an absolute-return, real-return focused investment philosophy across multi-asset and equity strategies. Directly comparable to Veritas in client base (UK institutional/private clients), investment approach (absolute rather than benchmark-relative), and partnership structure.
- Majedie Asset Management: UK boutique active equity manager with a partnership structure and concentrated, high-conviction global equity strategies. Comparable to Veritas in boutique scale, institutional distribution model, and concentrated equity approach.
- Troy Asset Management: London-based boutique with a value-oriented, absolute return focused equity philosophy and long-term horizon. Closely comparable to Veritas in boutique positioning, real-return ethos, and institutional client base.
- Polar Capital Holdings: London-listed boutique active equity manager with multiple specialist and regional strategies, similar partnership-style culture and institutional wholesale distribution. Comparable to Veritas in boutique active equity model and multiple-strategy platform.
- RWC Partners: London-based boutique asset manager with concentrated, high-conviction equity strategies and a partnership ownership structure. Directly comparable to Veritas in boutique stature, equity specialism, and institutional focus.
- Marathon Asset Management: London-based boutique investment firm specialising in global equities with a long-term, high-conviction approach. Comparable to Veritas in boutique scale, concentrated global equity philosophy, and institutional client base.
- Orbis Investments: Global boutique equity manager with absolute-return-oriented global equity strategies and co-investment alongside clients. Comparable to Veritas in absolute-return global equity philosophy and global institutional/wholesale distribution.
- Matthews Asia: Asia-focused active equity specialist with a long-term, high-conviction approach and dedicated on-the-ground Asia research teams. Comparable to Veritas Asian strategy in Asia ex-Japan and China equity specialism and institutional/wholesale distribution.
Broad incumbents
- Artemis Investment Management: UK-based asset manager offering a broader multi-asset platform with active equity and fixed income funds. Comparable to Veritas as a UK-headquartered active UK manager with institutional and wholesale distribution, though with a wider product range.
- BlueBay Asset Management: London-based specialist asset manager (part of Royal Bank of Canada) with multi-strategy capabilities. Comparable to Veritas as a London-headquartered boutique-style platform with institutional clients, and notably a former employer of Veritas's Head of IT (Adam Matson).
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Veritas Asset Management compliance and trust
Trust signalCompliance8 records
Veritas Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Veritas Asset Management leadership team
Management profileNumber of profiles
Profiles16 records
Veritas Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Veritas Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Veritas Asset Management
What does Veritas Asset Management do?
Veritas Asset Management is a boutique investment partnership that manages long-term real-return equity strategies on behalf of institutional clients. It offers Global equity strategies (Global Focus, Global Equity Income, Global Real Return, Izoard) and Asian equity strategies (Asian Fund, China Fund) delivered through segregated portfolio mandates and Irish-domiciled UCITS-compliant fund vehicles (Veritas Funds PLC and Veritas Common Contractual Funds). All strategies follow the proprietary Veritas Real Return Approach, analysing investments on an absolute basis rather than relative to any benchmark.
Is Veritas Asset Management a public or private company?
Veritas Asset Management is a private company. It is classified as management employee owned and is currently operating.
When was Veritas Asset Management founded?
Veritas Asset Management was founded in 2003. It employs 11 to 50 people.
Where is Veritas Asset Management based?
Veritas Asset Management is headquartered in London, United Kingdom, in the Europe region.
How does Veritas Asset Management make money?
One revenue line is on record: asset Management Fees.
Who are Veritas Asset Management's main competitors?
Direct peers on record are Ruffer LLP, Majedie Asset Management, Troy Asset Management, Polar Capital Holdings, RWC Partners, Marathon Asset Management, Orbis Investments and Matthews Asia. Broad incumbents are Artemis Investment Management and BlueBay Asset Management.
Does Veritas Asset Management have an API?
No public API is recorded for Veritas Asset Management.
What industry is Veritas Asset Management in?
Veritas Asset Management's product category is Institutional Asset Management. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based), with a secondary code of FSAAAIAA, Large-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.