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Disciplined approach to investment management

Our investment strategy is based on a disciplined, data-led, and academically robust approach. We value market signals, anticipate trends, and use real-time data to understand economic conditions. 

​Turning data and insight into smarter decision making

Prepare, don't predict

We invest for the world as it is today but prepare for a variety of future outcomes. We recognise that the cost of money is the primary driver of asset class performance which is not always possible to predict.

Diversify ideas

Diversification plays a crucial role in assisting clients in achieving their financial objectives. A globally diversified approach helps prevent excessive reliance on a limited number of asset classes, factors, or strategies, while also safeguarding against behavioural biases.

Adapt and respond

It's important to be aware of what could damage portfolios if the world changes unexpectedly. Our signals-based approach helps inform us when significant change is occurring.

Why data and market signals matter

Separating skill from market noise

We focus on whether a fund manager’s outperformance comes from skill or market style. Individual skill alone isn’t enough if conditions aren’t favourable. Using factor screens and value-for-money analysis, we determine if active managers add meaningful value over passive alternatives.

Our investment team

Tom May

Group CEO and CIO Atlantic House Investments

Tom is the Chief Executive & Chief Investment Officer of the Atlantic House Group. As well as running the business on a day-to-day basis, Tom oversees the firm’s investment mandates and is a lead manager of the Atlantic House Defined Returns Fund. Prior to founding Atlantic House in 2008 with two partners, Tom had a long career at Citigroup, culminating as Head of European Securitised Equity Derivatives and Secondary market trading.

Charlie Parker

Managing Director

Charlie is responsible for the overall strategy of Albemarle Street Partners. He was previously the head of portfolio management for Sanlam UK and a director of Neptune Investment Management. He began his career as an investment journalist and commentator for both the print and broadcast media.

Fahad Hassan

Chief Investment Officer

Fahad is a CFA Institute charter-holder with extensive experience managing investments for institutional and retail clients across the world. He previously worked for Legal & General Investment Management.

Chris Holdoway

Head of Investment Management

Chris is responsible for the management, structure, delivery and oversight of investment management for Albemarle Street Partners, as well as overseeing development of our client facing technology. He is a Chartered FCSI and has extensive experience working with financial advisers and their clients. He sits on the investment committee as well as the risk, audit and compliance committee for Atlantic House Investments.

Frank Talbot

Head of Investment Research

Frank is responsible for investment research. He joined the team following two decades at Citywire, with fund analysis experience there spanning UK, European, and US markets. Frank's focus is understanding what is really motivating the investment decisions of fund managers, strengthening our investment process and the value we offer our clients.

Harry Children

Senior Investment Manager

Harry is a Chartered Wealth Manager and plays a central role in portfolio management. He oversees relationships with an extensive network of adviser firms while driving trading, performance monitoring and risk oversight to ensure portfolios remain aligned with client objectives.

Jack Roberts

Fund Manager

Jack Roberts, CFA is a lead fund manager on the Atlantic House Balanced Return Fund. Jack joined Atlantic House Group in 2017 during a year-long work placement, and returned in 2019 after completing his Economics degree from the University of Bath. He has extensive knowledge in derivatives-based solutions.

Tia Duffy

Investment Manager

Tia, who graduated with a 2:1 in Economics from the University of Bath, joined the portfolio management team after completing a placement year in 2023. Tia has passed the PCIAM and is studying to become a Chartered Wealth Manager, she is responsible for analysing and monitoring client portfolios.

James Bluff

Investment Manager

James joined the portfolio management team as an investment assistant in 2023. He graduated with first-class honours in Economics from the University of Liverpool and is responsible for analysing and monitoring client portfolios. James is currently studying to become a Chartered Wealth Manager.

Russ Bubley

Head of ESG and Quantitative Analysis

Russ is responsible for formulating and developing our ESG policy as well as ensuring our adherence to it. He is the founder of "i for change", a specialist consultancy providing due diligence and guidance to social enterprises seeking to invest. He was previously a senior investment banker at Citigroup.

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Get in touch

To find out more about our investment approach, please request a copy of our DDQ or contact us on team@aspim.co.uk.

Past performance is not a guide to future performance. Capital is at risk.
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