Nutshell Asset Management Information

Nutshell Asset Management is a London based, FCA regulated asset management firm. The Nutshell Growth Fund is a high conviction, long-term global equity strategy that has consistently outperformed global equity peers and indices since inception in 2019. It invests in a concentrated long-only portfolio of 25 to 35 companies with a persistent comparative advantage (‘wide moat’); identified through a disciplined, quantitative multi-factor screening process augmented with capital preservation, agile rebalancing and ESG bias. It is UCITS-compliant, offers daily dealing, and has no performance fee. The Nutshell Growth Fund is available through the following platforms, AEGON, AJ Bell, Aviva, BNY Mellon Pershing (Nexus), Charles Stanley Direct, Embark, Fidelity, FundsNetwork, interactive investor, MFEX, Novia Global, Praemium, Quilter International, Raymond James, and Transact; and also directly via the Montlake UCITS platform.