Iguana Investments

What Iguana Investments does

Iguana Investments Ltd is a Cambridge, UK-based, FCA-authorised and regulated investment management firm founded in 2019 that specialises in equity long/short strategies targeting developed-market listed equities across the UK, North America, Europe, and Scandinavia. The firm operates as an independent, employee-owned partnership serving exclusively professional clients and eligible counterparties under FCA classifications, with no retail distribution. As of May 2026, the firm manages approximately GBP 199 million in assets under management through a small team of approximately five people.

The firm's core offering is the Iguana Investments Long/Short Equity Fund, an Article 8 SFDR-compliant product structured under an Irish Collective Asset-management Vehicle (ICAV) umbrella, with multiple share classes (C, E, F) available in GBP, USD-hedged, EUR-hedged, and CHF-hedged variants. The investment process combines traditional fundamental financial-statement analysis with a proprietary quantitative tool called Single Stock Factor Analysis (SSFA), which contributes approximately 20% of the investment decision framework. The portfolio is constructed with 25-35 concentrated long positions and 50-70 diversified short positions selected from a universe of approximately 4,000 developed-market securities, with discipline enforced through strict position sizing and stop-loss policies. A five-test framework (management quality, business economics, balance sheet strength, ESG trajectory, valuation) underlies security selection.

Iguana generates revenue through management fees and performance fees on the fund, with specific fee structures documented in restricted prospectus and supplement materials accessible only to eligible investors. Distribution is conducted through direct institutional sales led by a Head of Client Relationships, supported by a corporate website, fund literature distribution, and investor relations outreach. The four co-founders hold prior experience at Majedie Asset Management, CSFB, Deutsche Bank, Bank of America Merrill Lynch, KPMG, Royal Bank of Canada, and ING. The firm also commits 10% of net profits to wildlife conservation, functioning as a branding and ESG differentiator.

Name

Iguana Investments

Legal name

Iguana Investments Ltd

Website

https://iguanainvestments.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Iguana Investments Ltd is a Cambridge, UK-based, FCA-authorised investment manager running a long/short equity fund for professional clients and eligible counterparties, combining fundamental analysis with a proprietary quantitative tool (SSFA) to manage approximately GBP 199 million in AUM.

Ownership category

akta.pro rank

Product category

Hedge Fund Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Quant Equity Long/Short (Equity Stat Arb / Factor / ML) (FSAHAAAB)

Keywords

• Long short equity
• Hedge fund management
• Asset management services
• Investment management
• Equity portfolio management

Headquarters

HQ city

Cambridge

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Asset Management Fees (Long/Short Equity Fund): As an FCA-authorised hedge fund manager, Iguana Investments generates revenue primarily through management fees and potentially performance fees charged on the Iguana Investments Long/Short Equity Fund (ICAV umbrella structure). The fund is an Article 8 SFDR product available in multiple share classes (C, E, F) across EUR, GBP, USD, and CHF hedged variants.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Iguana Investments manages a Long/Short Equity Fund, structured under an ICAV umbrella, that combines classical fundamental financial statement modelling with proprietary quantitative analytics (Single Stock Factor Analysis) to invest in listed equities across UK, North America, Western Europe, and Scandinavia. The fund is offered in multiple share classes (C, E, F) with currency-hedged variants and is distributed exclusively to professional clients and eligible counterparties under FCA regulation.

Product overview

Iguana Investments offers a single core investment product: the Iguana Investments Long/Short Equity Fund, structured as an Article 8 SFDR compliant fund under the Iguana ICAV umbrella. The fund utilizes a dual approach combining classic fundamental analysis with proprietary quantitative analytics through its Single Stock Factor Analysis (SSFA) tool. Multiple share classes (C, E, F) are available with various currency hedged options to serve institutional investors and eligible counterparties.

Differentiator

Problem solved

Functional benefit

Products and services

• Iguana Investments Long/Short Equity Fund An Article 8 SFDR compliant equity long/short fund that combines fundamental analysis with proprietary quantitative rigour to deliver uncorrelated, risk-adjusted returns from listed equities across UK, North America, Western Europe, and Scandinavia; offered exclusively to professional clients and eligible counterparties.

Quantifiable outcome

• 140% total return (14.4% CAGR) with +52% relative outperformance for the Majedie UK Income Strategy under CIO Chris Reid (December 2011 to June 2018), growing AUM from GBP 1 million seed to GBP 1.2 billion

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators5 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Man Group: London-listed global investment management firm with significant L/S equity, systematic, and multi-strategy alternatives capabilities including AHL and Numeric. Comparable as a UK-based active equity manager with L/S and systematic offerings, but operates at vastly greater scale and breadth than Iguana.

Direct peers

• Egerton Capital Partners: London-based long-established L/S equity manager focused on global developed-market equities for institutional clients. Comparable as a concentrated, fundamental L/S equity boutique with overlapping institutional client base and developed-market universe.
• Findlay Park Partners: London-based concentrated L/S equity manager investing primarily in US and global developed-market equities. Comparable as a fundamental-driven, concentrated L/S equity boutique serving institutional clients with a similar long-bias orientation.
• Majedie Asset Management: London-based equity manager where CIO Chris Reid previously built the UK Income Strategy and co-managed the Tortoise and UK Focus funds. Highly comparable given overlapping UK equity DNA, shared team heritage, and similar long-bias investment style.
• RWC Partners: London-based active asset manager with L/S equity, long-only equity, and alternative credit strategies serving institutional clients globally. Comparable in offering institutional L/S equity products out of the UK and competing for similar consultant-driven mandates.
• Polar Capital Holdings: London-listed specialist active equity manager running concentrated long-only and L/S equity strategies across UK, European, and global developed markets. Comparable in offering institutional L/S equity products with strong fundamental research and a London fund domicile.
• Marlborough Fund Managers: UK-based active fund manager offering UK and international equity strategies to institutional and advised clients. Comparable as a UK-domiciled, multi-strategy equity boutique competing in similar institutional channels.
• BlueCrest Capital Management: Jersey-based discretionary L/S equity manager founded by former Millennium trader Michael Platt. Comparable as a fundamental-plus-systematic L/S equity firm competing for institutional capital in developed-market equities.
• Troy Asset Management: London-based independent active equity manager offering UK and global strategies to institutional and private clients. Comparable as an independent, employee-influenced UK equity boutique with a conservative, fundamentals-driven approach.
• Chelverton Asset Management: London-based specialist equity boutique managing UK small-cap and income strategies for institutional and advised-retail clients. Comparable as a UK-headquartered, small-team active equity manager with concentrated fundamental portfolios.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/iguana-investments

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Iguana Investments