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Highclere International Investors

Founded 2006 Website
Cheque Size$5M to $50M
Stages3
Industries20
Markets20
Stated Portfolio21
Operating Since2006 (20y)

About Highclere International Investors

Highclere International Investors is a UK-based private investment firm specializing in international small and mid-cap equity investments. Founded in 2006, the firm focuses on generating absolute returns for clients over the long term by investing in small and medium-sized companies listed outside North America. The firm is independent and employee-owned, with its headquarters in London and a client service office in Westport, Connecticut. The firm's investment strategy is characterized by a contrarian approach, seeking opportunities in under-researched markets and companies. Highclere International Investors manages two closely related investment programs: an international smaller companies program launched in 2006 and an international SMID program launched in 2008. Both programs are offered via US-domiciled commingled pools open to US and non-US taxable and tax-exempt investors. Highclere International Investors has a track record of success, regularly ranking in the top quartile of US investment advisers. The firm has been recognized with the Queen's Award for International Trade for outstanding short-term growth in overseas sales over the last three years. The team is led by CEO and Portfolio Manager Ed Makin, who has over 35 years of experience in international equity markets. The investment team is supported by professionals dedicated to marketing, client service, and operations, fostering a collegiate culture and a team-based investment process.

Geographical Focus

African markets1

Other stated markets19

United StatesUnited KingdomHong KongJapanAustraliaSingaporeChinaIndiaBrazilDenmarkUnited Arab EmiratesMexicoSouth KoreaSaudi ArabiaQatarTurkeyRussiaNorwayTaiwan

Requirements

Long-term investment horizon, Focus on small and mid-cap companies, Interest in international markets outside North America, Preference for under-researched investment opportunities, Alignment with contrarian investment philosophy

Stated Portfolio21

Storebrand ASA
SBI Cards and Payment Services Ltd.
Olympus Corporation
Telstra Corporation Limited
ING Variable Portfolios Inc.
Jyske Invest Japanske Aktier
Ford Motor Company Defined Benefit Master Trust
Spartan Group Trust for Employee Benefit Plans
AXA World Funds
American Century ETF Trust - Avantis International Equity Fund
Arrowstreet World Small Cap Equity Alpha Fund
DWS Invest
BlackRock Asset Management Deutschland AG
iShares (DE) I Investmentaktiengesellschaft
Arrowstreet ACWI Reduced Carbon Alpha Fund
DNB Global Indeks
DNB Japan
Guidestone Funds
Apostle Global Small-Mid Cap Fund
Highclere International Investors SMID Fund
Telstra Highclere International Investors Small-Mid Cap Equity Fund

As reported by the investor. We hold no profile for these companies, so they are printed as stated rather than linked.