Skerryvore Asset Management

Skerryvore provides emerging market equity investment strategies to institutional investors and pooled vehicles, including registered investment companies, private funds, collective investment trusts, and discretionary separate accounts. The firm offers three stated strategies—the GEM Equity, GEM All‑Cap, and GEM Equity ex‑China—and reported approximately $1.54 billion in discretionary assets under management as of March 31, 2025.

The firm’s investment process is fundamentally bottom‑up and quality‑oriented: it narrows an opportunity set of over 2,600 stocks to a watch list of roughly 350–400 names and builds high‑conviction portfolios using a three‑stage approach focused on management quality, franchise resilience, sustainability, and conservative financials. Portfolio construction uses an absolute valuation framework, seeks alignment with company owners and management, targets a multi‑year holding period, and typically results in turnover below 30% per annum.

Skerryvore is authorized and regulated by the Financial Conduct Authority and is also registered with the U.S. Securities and Exchange Commission, with its principal office located outside the United States, a relatively uncommon structure for SEC‑registered managers. The Brochure notes that the firm explicitly manages investment company vehicles and serves pension‑type institutional clients, discusses historical results with the customary caution that past performance is not indicative of future results, and states it would consider performance‑based fee arrangements if requested while currently not charging such fees.