Skerryvore Asset Management Ltd. Portfolio
Invests via Skerryvore Asset Management Ltd. | Managed by Glen Finegan, Michael Cahoon, Nicholas Cowley, Stephen Deane, Ronan Kelleher, Ian Tabberer
Invests via Skerryvore Asset Management Ltd.
Managed by Glen Finegan, Michael Cahoon, Nicholas Cowley, Stephen Deane, Ronan Kelleher, Ian Tabberer
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Company Profile
Targeting UK and European fixed-income markets, Skerryvore Asset Management Ltd. runs credit-oriented strategies that emphasize risk-adjusted income and capital preservation across corporate and structured credit. The firm provides segregated mandates and pooled funds to pension funds, insurers and wealth managers, combining proprietary credit research, relative-value trading and liability-aware portfolio construction. Capital deployment favors liquid corporate bonds, syndicated loans and selectively structured opportunities with active duration and credit-curve management to exploit dislocations.
Targeting UK and European fixed-income markets, Skerryvore Asset Management Ltd. runs credit-oriented strategies that emphasize risk-adjusted income and capital preservation across corporate and structured credit. The firm provides segregated mandates and pooled funds to pension funds, insurers and wealth managers, combining proprietary credit research, relative-value trading and liability-aware portfolio construction. Capital deployment favors liquid corporate bonds, syndicated loans and selectively structured opportunities with active duration and credit-curve management to exploit dislocations.
Investment Philosophy & Strategy
Focused on UK and European fixed-income markets, the firm pursues credit-oriented, risk-adjusted income with emphasis on capital preservation. Investment approach blends proprietary fundamental credit research, relative-value trading and liability-aware portfolio construction to serve pensions, insurers and wealth managers. Capital is allocated to liquid corporate bonds, syndicated loans and selective structured credits with active duration and credit-curve management to capture dislocations while maintaining diversification and drawdown control.
Focused on UK and European fixed-income markets, the firm pursues credit-oriented, risk-adjusted income with emphasis on capital preservation. Investment approach blends proprietary fundamental credit research, relative-value trading and liability-aware portfolio construction to serve pensions, insurers and wealth managers. Capital is allocated to liquid corporate bonds, syndicated loans and selective structured credits with active duration and credit-curve management to capture dislocations while maintaining diversification and drawdown control.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
72.62%
Gain +1.08%
Monthly
2.57%
Yearly
35.62%
Drawdown
14.3%
$121.76M
Equity
Holdings
$121.76M
Investment
$82.54M
$71.54M
Profit +$1.89M
Realized
$32.32M
Unrealized
$39.22M
Dividends
$5.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.08%
Profit
$1.89M
Win %
66%
This Week
Compared To Last Week
Gain
2.42%
Profit
$2.88M
Win %
66%
This Month
Compared to last month
Gain
5.33%
Profit
$6.16M
Win %
66%
This Year
Compared to last year
Gain
8.72%
Profit
$9.76M
Win %
68%
Events
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Dividends
Dividend Analysis
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| Trades 43 | Longs Won 35/43 81% | Profit Factor 67.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.78M |
| Average Win $2.07M | Best Trade (Oct 14) $20.61M | Sharpe Ratio -55.6 |
| Average Loss -$134,211.93 | Worst Trade (Sep 29) -$360,973.7 | Z-Score -0.79 (56.98%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $1.66M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.2% | 5.31% |
| Consecutive Losing Trades | 907 | 817 | 726 | 635 | 544 | 454 | 363 | 272 | 181 | 91 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 FMX Fomento Economico Mexicano S.A.B. de C.V. ADR | 246,680 | $24.33M | $31.34M | - | $7.01M | 28.8% | +4.996% |
 FNV Franco-Nevada Corporation | 163,253 | $19.2M | $39.35M | - | $20.15M | 104.96% | +0.056% |
 HDB HDFC Bank Limited ADR | 30,658 | $1.02M | $725,521.57 | - | -$290,416.02 | -28.59% | +0.574% |
 INFY Infosys Limited | 19,753 | $351,998.46 | $237,924.88 | - | -$114,073.58 | -32.41% | -0.701% |
 KOF Coca-Cola FEMSA S.A.B. de C.V. ADR | 264,590 | $21.41M | $31.3M | - | $9.89M | 46.18% | +2.282% |
 MELI MercadoLibre, Inc. | 8,906 | $15.14M | $16.22M | - | $1.09M | 7.18% | -1.903% |
 WPM Wheaton Precious Metals Corp. | 19,500 | $1.1M | $2.59M | - | $1.49M | 135.82% | -0.4% |
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FAQ
Which stocks have generated the highest profits for Skerryvore Asset Management Ltd.?
The largest contributions to the portfolio's profits come from the following stocks: Franco-Nevada Corporation - $22.37M, Fomento Economico Mexicano S.A.B. de C.V. ADR - $4.77M, MercadoLibre, Inc - $3.03M, Coca-Cola FEMSA S.A.B. de C.V. ADR - $2.65M, and Cia Cervecerias Unidas S.A. Sponsored ADR - $2.44M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Infosys Limited - $549,918.27. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Skerryvore Asset Management Ltd.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.36M earned over time. The largest contributors to dividend income include Fomento Economico Mexicano S.A.B. de C.V. ADR - $2.72M, Coca-Cola FEMSA S.A.B. de C.V. ADR - $1.53M, Franco-Nevada Corporation - $759,265.7, Cia Cervecerias Unidas S.A. Sponsored ADR - $245,475.86, and Wheaton Precious Metals Corp - $42,081. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Skerryvore Asset Management Ltd.'s monthly returns?
Skerryvore Asset Management Ltd.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Skerryvore Asset Management Ltd.'s strategy be considered aggressive or moderate?
Skerryvore Asset Management Ltd.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Skerryvore Asset Management Ltd.'s strategy?
Skerryvore Asset Management Ltd.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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