Phoenix Asset Management Partners Limited

Phoenix Asset Management Partners Limited primarily advises pooled investment vehicles and institutional investors through discretionary management of funds and separately managed accounts. The firm provides long-term investment advisory services to funds and institutional managed accounts and does not serve retail investors.

Investment decisions are driven by fundamental, bottom-up research—extensive reading, company visits and a proprietary "DREAM" evaluation that assesses business, management and price—resulting in focused portfolios that often include small- and medium‑capitalization and, when appropriate, unlisted securities. Phoenix emphasizes active monitoring of holdings, runs both UK‑focused and global strategies, and uses fixed income, derivatives or borrowing only in limited or exceptional circumstances.

Statistically uncommon among comparable managers, Phoenix maintains its principal office outside the United States and serves a broad mix of institutional clients, including other investment advisers, charitable organizations, pension and profit‑sharing plans, and corporate entities. The firm also selects outside advisers and service providers for certain functions, lists some funds on a public exchange with differing investor eligibility, and applies formal policies to manage side‑by‑side management and conflicts related to performance-based arrangements.