Family Culture
We have a family culture in which we all work together to deliver the best outcomes for clients. Our flat structure stimulates debate and encourages fresh ideas across all senior personnel.
About Our Firm
Independent Conviction in European Investing
Founded in 2003, Albemarle Asset Management is an independent boutique dedicated to bottom-up fundamental research, unconstrained by commercial index benchmarks.
Executive Endorsement
Specialization Gives Us Our Leading Edge
Direct leadership insight from our Chief Executive Officer and Chief Investment Officer.
“
The real strength of Albemarle Asset Management is our deep knowledge in European markets and the companies we invest into. This expertise, built through decades of specialisation – gives us a leading edge in identifying market mispricing within our concentrated investment universe.
Fabrizio De Tomasi
Chief Executive Officer
“
We know the companies we invest in better than the market does. This is the advantage of specialisation – giving us a leading edge in identifying unappreciated quality.
Umberto Borghesi
Chief Investment Officer / Investment Strategist
Principles of Conduct
Our Guiding Values
Ethical transparency, collegiate debate, and a fiduciary commitment to safeguarding and compounding client wealth.
Client Partnership
We see our clients as partners, with many having remained invested with us continuously since the launch and inception of our core fund vehicles.
Independence
We provide in-house, independent expertise without commercial benchmark constraints. We do not chase short-term market fads or sentiment, focusing exclusively on proprietary research.
Clear Investment Ideas
Our equity strategy purchases high-quality companies when undervalued relative to intrinsic worth. Our fixed income strategy isolates mispricing through a quantamental credit model.
Integrity
Integrity and transparency are placed at the core of the way we do business. We understand the serious responsibilities inherent in stewarding and compounding our clients' capital.
Contrarian & Opportunistic
We exploit irrational investor behaviour. Periods of acute market stress, dislocation, and macroeconomic volatility often generate premier asymmetric risk/reward opportunities.
Corporate Heritage
Our Story & Key Milestones
In 2007, we launched our fund management business with a mission to be a long-term, trusted investment partner guiding clients through unpredictable European financial markets.
2003
Founding in Mayfair, London
Establishment of Albemarle Asset Management Limited at 21 Upper Brook Street, Mayfair, London, authorized and regulated by the UK Financial Conduct Authority.
2007
Launch of Active Fund Management
Initiation of our Irish UCITS umbrella structure, Albemarle Funds plc. Since inception, our sole objective has remained focused on investment alpha over asset gathering.
2008
Establishment of Alternative Funds Platform
Launch of Albemarle Alternative Funds plc under Irish Qualifying Investor Alternative Investment Fund (QIAIF) regulations to offer absolute return strategies.
2016
HFM European Performance Award Winner
White Rhino Fund recognized as the premier European alternative fund at the HFM European Performance Awards, alongside consecutive High Performance Awards from Il Sole 24 Ore.
2019
Thematic & ICAV Global Expansion
Strategic expansion into early-stage distributed ledger technologies and appointment as Global Distributor for Apsley Fund ICAV, featuring institutional US and Asian hedge fund strategies.
2022
SFDR Article 8 Sustainability Classification
Full integration of environmental, social, and governance (ESG) factors into UCITS sub-funds, attaining formal EU SFDR Article 8 classification.
2023
Signatory to the UN PRI
Formal signatory to the United Nations Principles for Responsible Investment (UN PRI), reinforcing our structural commitment to responsible capital stewardship.
2024
CFI.co European Award Winner
Awarded “Leader in Value-Driven Investment Strategies UK 2024” by CFI.co for continuous excellence in bottom-up fundamental equity investing.
Methodology
The Albemarle Investment Philosophy
A disciplined, three-tier framework balancing rigorous fundamental analysis with macroeconomic context.
Rational Principles
Our long-only strategies are grounded in the systematic pursuit of valuation mismatches — companies whose share price is substantially disconnected from fundamental business strength. We exploit asymmetries between market pricing and private-market intrinsic worth, investing strictly when upside margins of safety outweigh downside risks.
Repeatable Process
Our alternative strategies focus on providing returns uncorrelated to broad market benchmarks. Our long/short strategies leverage our extensive proprietary network of geopolitical and global affairs experts to develop deep insights into micro and macro conditions. Our venture allocation targets foundational blockchain infrastructure.
Dynamic Execution
Three pillars define execution: Active (total independence from index benchmarks), Flexible (agile restructuring across shifting financial and economic cycles), and Opportunistic (deliberately capitalizing on market dislocations and investor pessimism).