Aberforth UK Small Companies Inc

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Management
Name of CompanyAberforth Unit Trust Managers Ltd
Phone+44 131 2200733
Websitewww.aberforth.co.uk
Address14 Melville Street
 Edinburgh   EH3 7NS
 United Kingdom
Other Share Classes
Aberforth UK Small Companies Acc
DomicileUnited Kingdom
Legal StructureUnit Trust
UCITSYes
Inception Date01/01/2008
Fund Advisor(s)
Aberforth Partners LLP
Fund ManagerJeremy Hall
Manager Start Date15/10/2018
Career Start Year2000
 
Biography
Jeremy Hall - MA (Hons) Jeremy joined Aberforth in October 2018 and became a Partner in January 2020. He is responsible for the following sectors - Banks; Finance and Credit Services; Investment Banking and Brokerage Services; and Tobacco. Jeremy has passed all three levels of the CFA programme.
Fund ManagerEuan Macdonald
Manager Start Date14/05/2001
 
Biography
Euan Macdonald - BA (Hons) Euan joined Aberforth in May 2001 and became a Partner in May 2004. He is responsible for the following sectors - Alternative Energy; Automobiles and Parts; Consumer Services; Industrial Engineering; Leisure Goods; Life Insurance; Mortgage Real Estate Investment Trusts; Non-life Insurance; Real Estate Investment and Services; Real Estate Investment Trusts; and Telecommunications Service Providers.
Fund ManagerSamuel Ford
Manager Start Date05/08/2019
Education
University of Strathclyde, M.Eng
 
Biography
Sam joined Aberforth in August 2019 and became a Partner in May 2021. He is responsible for the following sectors - Aerospace and Defense; Health Care Providers; Media; Medical Equipment and Services; Oil, Gas and Coal; Pharmaceuticals and Biotechnology; and Software and Computer Services. Sam has passed all three levels of the CFA programme.
Fund ManagerRobert Scott Moncrieff
Manager Start Date28/02/2022
 
Biography
Rob Scott Moncrieff - BSc (Hons) Rob joined Aberforth in February 2022 and became a Partner in March 2024. He previously worked as a global equities analyst with Latitude Investment Management. Rob’s early career included UK-focussed equity research responsibilities with Brewin Dolphin, following an internship with International Value Advisers, in New York. He is responsible for the following sectors - Chemicals; Construction and Materials; Electronic and Electrical Equipment, General Industrials; Household Goods and Home Construction; Industrial Materials; Industrial Metals and Mining; Precious Metals and Mining; and Technology Hardware and Equipment. Rob has passed all three levels of the CFA programme.
Fund ManagerRowan Marron
Manager Start Date06/11/2023
Career Start Year2009
 
Biography
Rowan Marron - MSc Rowan joined Aberforth in November 2023. She has fifteen years' previous experience as an equity analyst, most recently at Rathbones Investment Management. Her experience covers a wide variety of sectors, geographies and cap sizes, and includes eighteen months with a quantitative start-up. She is responsible for the following sector - Food Producers and Travel and Leisure. Rowan has passed all three levels of the CFA programme.
Fund ManagerPeter Shaw
Manager Start Date01/04/2016
 
Biography
Peter Shaw - CA, BCom (Hons) Peter joined Aberforth in April 2016 and became a Partner in May 2017. He is responsible for the following sectors - Beverages; Electricity; Gas, Water and Multi-utilities; Industrial Support Services; Industrial Transportation; Personal Care, Drug and Grocery Stores; Personal Goods; Retailers; Telecommunications Equipment; and Waste and Disposal Services.
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