Heriot Global Fund

This was our first introduction to the business although we have listened to an update on how they sift! We will explain that more when we talk about the process. The company started in 2010 but didn’t start investing until 2012.

For two years they built up the research bank and then went out and signed up accounts in Australia and the US. About 90% of the assets they have built up are based in these regions. This fund has around £200 million invested.

There are 14 members in the team and employees are rewarded in time if they work hard with a partnership in the business, so everyone is aligned to deliver good outcomes for investors….read more

Fund Facts Morningstar


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