We focus on investing in equities of UK companies that fall below the radar of larger fund managers.
We approach the purchase of equity shares as if we were entering a business transaction; we think and behave like owners.
Sterling Investments is a London based independent fund management boutique established by Melwin Mehta. The purpose of the firm is to provide capital growth to like-minded investors by investing in high quality durable businesses – with a long-term approach.
Our ethos is marked by
- Melwin has been an analyst and portfolio manager for over 18 years.
- Experience in Treasury Operations, Private Equity, Family Office and Hedge Fund.
- CFA (Level 1 and 2), IMC (CFA Society of the UK) and B.Eng (Electrical).
- Experience spanning 32 years in financial markets, equites and investment funds. James is also a founding partner of Thornbridge.
- Partner in equities team at Cazenove & Co
- Managing Director in Funds team at JP Morgan Asset Management.
Regulation and Compliance
- Patrick has 14 years of experience in fund regulation, fund structuring and compliance oversight. He is also a founding partner of Thornbridge.
- FX and capital markets experience at Citibank and Chemical Bank
- BSc, University of Bristol
Philosophy and Process
We focus on investing in under-researched and undervalued equities of small and medium-sized UK companies that fall under the radar of larger fund managers. We do not see stocks and shares as ticker symbols or pieces of paper but as buying part-ownership of the underlying business.
We seek mis-pricings i.e the difference between the price of a stock and the value of the underlying business, a rational buyer will pay. Once invested, we don’t trade in-and-out, we exercise patience and stay invested for years. In a market that is driven by short-term price movements, our long-term ownership mindset is a meaningful advantage.
MI Discretionary Unit Fund
The MI Discretionary Unit Fund was launched in August 1963.
The Fund is a UCITS scheme investing in high quality companies that are below the radar of the bigger, more mainstream portfolios and therefore undervalued.
The Fund aims to provide long term growth of capital by investing in small and medium-sized UK equities that we believe have the potential to deliver returns over a long period of time.
Why investors choose our Fund
Access. Business is about people. We meet hundreds of companies every year and also undertake site visits. We invest in businesses led by people we trust and admire.
Business. Our portfolio is a fine collection of growing businesses that serve a niche market, are building a lasting franchise or have hidden value.
Convenience. The Fund offers investors the convenience of a single diversified holding and is exempt from capital gains tax.
Different. We do not hug the index or invest in popular stocks. In fact, we deliberately focus on overlooked and unknown companies trading at attractive valuations.
Excellence. The fund has multiplied investor capital 1000x. As per audited NAV calculation i.e. an investment of £1,000 on 8th August 1963 would be worth more than £1,000,000 on 8th August 2018.
How to invest
Please fill the Application Form above and send it to
Maitland Institutional Services Ltd, Customer Service Centre
Springfield Lodge, Colchester Road, Chelmsford, Essex CM2 5PW
Phone: 0345 305 4216
(calls to 03 numbers cost no more than a national rate call to an 01 or 02 number)
Subscribe To Our Newsletter
To receive Fund updates including investment philosophy of some outstanding investors
such as Buffett, Lynch and Munger please submit.