Neptune Investment Management
Neptune is an independent and privately owned investment management company, founded in 2002 by Robin Geffen. We offer a wide selection of actively managed equity and multi-asset funds to suit the needs of most investors. Our belief is that the world of equities should be viewed at a global industry level, rather than taking the traditional regional approach. We conduct our primary research in house, which enables us to have a very high level of conviction in the companies we invest in.
Analysis about Neptune Investment Management
Investors ask if new prime minister Narendra Modi’s budget of economic reforms can turn India’s fortunes around for the long term
Following a recent research visit to China, we have more conviction than ever that China is no longer a high beta play on global growth.
Chief investment officer Tom Becket says “boring” veneer conceals a number of contrarian plays.