Investment Companies
Investment Banking
A leading full service Investment Companies team, led by some of the most experienced professionals in the sector.
The team is ideally placed to help listed fund clients best position themselves to capture investor attention and achieve their growth potential. We have over 15 corporate clients and have successfully executed nine IPOs in the past 5 years.
Our clients benefit from thought leading coverage from our number 1 ranked Research team, led by Anthony Leatham who spent a decade at Investec Wealth on the buyside before joining us, with extensive MiFID II distribution of our product to over 2.600 investors. Distribution has a comprehensive set of national relationships across all investor types in the sector, with a particular focus on distribution into discretionary wealth managers and retail investors (the latter via our proprietary REX platform). Our Trading operation is truly market leading, blending deep personal experience and investment in technology to deliver the highest share of volumes across the sector.
Our overarching principle is to work in close co-operation with our clients, recognising both the opportunities and challenges of the listed closed-end fund sector. We work together as an integrated team in order to leverage the best of our joined-up broking model, both within the Investment Companies sector and across all of Peel Hunt, for our clients’ benefit.
Investment Companies Research
The team has over 40 companies under formal coverage across both equity and alternative investment companies sectors, and supplement this with a deep knowledge and understanding of many other London listed investment companies not formally under coverage.
The team focus on producing value-add research tailored for fund selectors/investors, and welcome the chance to discuss ideas and topics with clients – regularly conducting client roadshows to present ideas and discuss recent notes (e.g. sector and thematic pieces). Additionally, the team host biannual investor conferences to provide investors with interactive exposure to a selection of leading investment company fund managers.
The team also produce quantitative analysis via a daily data sheet, including a proprietary value screen, and provide regular written valuation analysis and commentary through a periodic quarterly note (The Good, The Bad and The Ugly).
Anthony Leatham joined Peel Hunt in 2015 from Investec Wealth & Investment to help build the growing Investment Companies arm. He leads our Investment Companies Research team, with over 30 years of combined fund analysis and investment companies experience across both the buy- and sell-side. Anthony was at Investec for 10 years, working for the last eight years in the Funds Research team, where he covered global, sector specialist, US, European and emerging market equity open and closed ended funds. Prior to this, Anthony was a regulatory consultant at Deloitte, a position he held for five years, giving advisory services to a range of asset managers and investment banks.
Markuz Jaffe joined Peel Hunt in 2021 having covered UK listed Investment Companies since 2016 at previous sell side research analyst roles with Singer Capital Markets and Cantor Fitzgerald. Prior to this Markuz spent four years as a buy side fund analyst within the managed portfolio service team at FE fundinfo, contributing to the risk-targeted portfolio range and recommended funds list. Markuz is a CFA charterholder and has a degree in mathematics from the University of Bath.
