Ash Park pursues a long-only, ‘Buy-and-Hold’ strategy focused solely on global Food, Beverage, Tobacco and Household & Personal Care companies (together, the ‘Consumer Staples’ sector).
These companies have historically produced higher long-term returns than the market, and with lower volatility, and the sector tends to combine attractive income generation with inflation protection and growth, supported by brands and franchises which have often been built over decades, even centuries.
Ash Park does not measure itself against any benchmark but has the objective of beating inflation consistently, with low risk and low volatility, through the ownership of high-quality Consumer Staples stocks that it believes are capable of growing their earnings and cash flows at attractive rates almost indefinitely.
Ash Park seeks to balance its desire to own the best quality stocks with a need to diversify its portfolio risk. However, its holdings will be concentrated (typically around 20 stocks) and it will be aiming for very low turnover in order to minimise the transactional costs borne by investors.
Harold has 15 years of experience as a Consumer analyst,... See all
Harold has 15 years of experience as a Consumer analyst, most recently covering the Household & Personal Care and Food sectors at Deutsche Bank.
Jamie Isenwater, has 13 years of experience as a Consume... See all
Jamie Isenwater, has 13 years of experience as a Consumer analyst, most recently covering Beverages and Food Manufacturing at Deutsche Bank which he joined in 2006. Prior to this, Jamie covered the Retail and Luxury Goods sectors at Dresdner Kleinwort. He is the author of ‘The importance of A&P’ which was described as "remarkable" by WPP and featured in its 2009 annual report, and was part of the top-ranked Consumer Staples team in the European Institutional Investor survey of investment managers in 2012 and 2013.
Jonathan Fell, was head of Consumer Research at Deutsche... See all
Jonathan Fell, was head of Consumer Research at Deutsche Bank, where he covered Tobacco and Beverage stocks, having previously worked at Merrill Lynch and Morgan Stanley. He has 20 years’ experience and was responsible for the ‘Many Happy Returns’ reports which underpin Ash Park Capital’s investment philosophy. Jon was first rated as a top analyst in the 1999 Extel survey, and was part of the top-ranked Consumer Staples team in the European Institutional Investor survey of investment managers in 2012 and 2013.
Mark has 30 years of experience covering COnsumer Staple... See all
Mark has 30 years of experience covering COnsumer Staples, most recently at Deutsche Bank which he joined in 2006. He was the team's marketing analyst.
Consumer staples professionals - An investment team with over 30 years combined experience in consumer research with an extensive network of senior management teams within the space.
Global reach - A sector focused fund which gives a truly global economic exposure, providing long term above average risk adjusted returns.
Traditional investment approach -A long only growth orientated fund, focused on companies that offer strong cash generation and steady growth over the long term, with established brands and businesses that help to create and protect attractive margins and returns on capital.
ML Capital Asset Management Ltd, 23 St. Stephen's Green, Dublin 2, D02 AR55, Ireland is licensed to provide Investment Management services to Professional Clients (including Collective Investment Schemes) by the Central Bank of Ireland.
MontLake UCITS Platform ICAV is an umbrella open-ended Irish collective asset-management vehicle with segregated liability between Funds formed in Ireland under the Irish Collective Asset-management Vehicles Act 2015 and authorised by the Central Bank as a UCITS pursuant to the UCITS Regulations.
The Manager of MontLake UCITS Platform ICAV is MLC Management Ltd, a company regulated by the Central Bank of Ireland.
This website is directed mainly for professional and institutional clients who possess the necessary experience, knowledge and expertise to make their own investment decisions and properly assess the risk that it incurs.
Information on this website was obtained from various sources and the company does not guarantee its accuracy. The information is for your private use and discussion purposes only and expressed views and opinions may change.
The Performance figures quoted refer to the past and past performance is not a guarantee of future performance or a reliable guide to future performance. The value of your investment and their income may go down as well as up.
Your investment may also be subject to currency, interest rate, as well as market fluctuations. Consequently the Investor may not get back a sum equal to that he / she originally invested.
Investors should note that an investment in those Sub-Funds which may invest in emerging markets should not constitute a substantial proportion of an investment portfolio and may not be appropriate for all investors.
The Sub-Funds may invest in Over the Counter as well as Exchange Traded derivative instruments to enhance return or hedge against fluctuations in security prices or market rates as well as to short sell a security through the use of a derivative instrument. Transactions in derivative instruments involve a risk of loss or depreciation of capital due to adverse changes in security prices, exchange rates or interest rates or in the case of OTC instruments default of Counterparty. This investment may not be suitable for all types of investors. It is therefore recommended that you consult your investment advisor.
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