The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Oct 30, 2026
WS T. Bailey UK Responsibly Invested Equity Fund generated a net return of 2.84% over the trailing three-month period and 0.31% net of fees in October 2026, slightly trailing the broader UK equity market as mega-cap names drove benchmark advances. Over the trailing one-year period, the strategy delivered 22.46% net of fees compared to 10.95% for the IA UK All Companies Sector benchmark. Portfolio positioning remained fully invested with a disciplined 5.0% cash allocation, maintaining heavy exposure to Industrial Goods and Services at 32.4% and Healthcare at 12.9%. The macroeconomic environment was defined by sector rotation out of artificial intelligence growth trades and into traditional defensive and cyclical value areas, including energy and pharmaceuticals. Inflationary pressures persisted due to higher oil and gas prices, while shifting domestic interest rate expectations created crosscurrents for UK financial institutions. Despite robust underlying credit and profitability metrics across UK banks, investor apprehension regarding peak net interest margins weighed on sentiment. Positive alpha during the period was led by Experian, which rebounded sharply on resilient organic revenue growth and artificial intelligence product rollouts, alongside double-digit contributions from Tesco and AstraZeneca following strong operational updates and share buyback expansions. Conversely, performance was dragged down by banking holdings Lloyds Banking Group and NatWest due to margin concerns, as well as profit-taking in Oxford Instruments despite strong order momentum.
Long-term capital growth is achieved through a high-conviction portfolio of financially robust UK companies screened to ensure positive environmental and social sustainability characteristics.
Moderate Conviction Bullish
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