About

Sterling Investments is a London based independent fund management boutique. The purpose of the firm is to provide capital growth to investors, by investing in high quality businesses – with a long-term approach. Our ethos is marked by:

Care

Our approach starts with care. Investors entrust us with their money and we are ever mindful of our fiduciary duty; treating investors the way we would like to be treated, if our roles were reversed. 

Trust

We only invest in people we know and trust. Whether it is life, business or investing, trust underpins everything we do. The basis of our day-to-day dealings is Dictum Meum Pactum (My Word Is My Bond).

Patience

We are here to deliver long-term, sustainable value – not short-term trading profits. We have endured market cycles. We are mentally wired to be patient and “do nothing” when nothing is required to be done. We act only when the right opportunity emerges.  

The MI Discretionary Unit Fund was established in 1963 and has a long history of compounding wealth and adding value, net of all costs, including tax and fees. The returns we generate are not mere numbers – our performance affects our clients. We aim to increase their disposable income, improve their retirement outcomes or simply increase the wealth they can pass on to their loved ones or charity. In short, our investment results can improve people’s lives. Hence, when clients entrust us with their money, we act responsibly and with a duty of care.

We find it quite bizarre that Britain has more than 3,000 funds but fewer than 2,000 listed companies! We believe investors do not need another copycat fund that simply hugs the index. Instead, we wish to do things differently, focus on stocks other mainstream investors are not interested in and generate long-term returns.

We are proud of our track record and are devoted to maintain, even improve it.

Our Ownership Structure

 

We are independent, own the firm and set our own operating codes. This ensures that we are not distracted or pressured to continuously “asset gather.” Instead, we focus on our core activity of investing. We invest exactly how we would like our money manager to invest – if our positions were reversed.

There is no doubt, ownership aligns interests and we extend this exact philosophy when we invest in companies – we invest in management teams who have their skin in the game.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.

Disclaimer

It is the responsibility of the individual user to consider his or her legal and regulatory position in the relevant jurisdiction, the risks associated with trading such products and to ensure that the use of the content and the subsequent making of any investment does not contravene any such restrictions or applicable laws and regulations of any jurisdiction. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific security, index, report, opinion, advice or other content. This does not exclude or restrict any duty or liability that Sterling Investments Management Ltd has to its clients under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system under the laws of applicable jurisdictions.

Sterling Investments Management Ltd, its subsidiaries, associated entities, directors, employees, representatives or suppliers will not be liable, on any grounds whatsoever, contractually or not, for any direct or indirect damage that may arise as the result of it being possible or impossible to gain access to this site, the accessing, visiting or use of this site and/or the information provided, the sending, or receiving of information via this site and/or the operation or non-operation of this site, except in the event of intentional or serious blame on its part. The information contained on this site, including any third party data is published in good faith and Sterling Investments Management Ltd believes that the information is accurate at the time of publication but no representation or warranty, express or implied, is made by Sterling Investments Management Ltd as to its accuracy or completeness and it should not be relied on as such.

Sterling Investments Management Ltd shall therefore have no liability, save for any liability that Sterling Investments Management Ltd may have under the UK Financial Services and Markets Act 2000, for any loss or damage arising out of the use or reliance on the information provided including without limitation, any loss of profit or any other damage, direct or consequential. Nor will Sterling Investments Management Ltd, its subsidiaries, associated entities, directors, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may occur as the result of technical problems (e.g. transmission errors, technical failures, breakdowns, intervention of third parties, etc.) and/or for any damage or loss relating to software or hardware that is the result of any virus, defect or malfunction in relation to access or use of the site.

Our website uses cookies. By continuing to use this website you agree to our cookies policy. Find out more under “Terms of Use” which you will find at the bottom of the website. Sterling Investments Management Ltd is not registered as an investment advisor with the SEC and therefore this website is neither directed at nor intended for US investors. Before you proceed kindly confirm you are not a US person.

SUBSCRIBE TO OUR NEWSLETTER

To receive Fund updates including investment philosophy of some outstanding investors such as Buffett, Lynch and Munger please submit.

You have successfully subscribed to the newsletter

There was an error while trying to send your request. Please try again.

Sterling IM will use the information you provide on this form to be in touch with you and to provide updates and marketing.