Support services specialist garnering institutional inflows
TheHedgeFundJournal - 24 September 2015
A well-established fund with a unique sector focus and a striking track record, ex-Cazenove man Charlie Cottam’s Broadwalk Select Services strategy is beginning to gain traction with investors thanks to...
EuroHedge - 25 September 2015
EuroHedge - 23 January 2015
EuroHedge - 14 January 2015
...Elise Auer has moved to..
Financial Times – 11 January, 2015
...Group, has joined Broadwalk Asset Management as head of administration.
Financial Times – 16 February, 2014
... its support services research team, Mark Shepperd has switched to the buy side, joining London-based Broadwalk Asset Management.
Financial Times – 24 February, 2013
Ex-Panmure Gordon/Cazenove man Charlie Cottam is racking up a striking track record as he nears the five-year mark with his niche long/short equity strategy at Broadwalk Asset Management, returning 26% in 2012
EuroHedge - 24 January 2013
Former Cazenove and Panmure Gordon man Charlie Cottam’s unique sector-focused strategy draws on many years spent analysing UK business services companies, and his detailed and specialist knowledge is reflected in...
EuroHedge - 22 July 2011
… The manager of the Fund claims two forms of competitive edge: better information and original analysis. The original analysis comes from Cottam’s experience on the sell-side. As a chartered accountant himself he sees accounting issues not well understood by those analysing the service sector specifically. He may have a point as there are few sell-side analysts in the sector with similar tenure as an analyst. The manager himself sees an advantage in his ability to use his been-through-the-cycle experience to turn around his conception on a company and stock quickly – he can grab an emerging opportunity at the time when other analysts are getting out their apocryphal pen to write a research note…
Hedge Fund Insight - December 24, 2009
Charlie Cottam’s unique business services approach has sidestepped the recent turmoil. Former Cazenove and Panmure Gordon analyst Charlie Cottam has made a sure-footed start with his six-month-old Broadwalk Select Services Fund, a specialist UK long/short equity strategy that has made steady progress in the horrific equity market conditions of recent months…
EuroHedge - 26 January 2009
...their end market”, says Charlie Cottam, founder of Broadwalk Asset Management, which specialises in the field. “If you...
Financial Times – 29 December, 2008
...sheet,” says Charlie Cottam of Broadwalk asset management. “Seeing as none of the [construction] companies want to spend...
Financial Times – 8 October, 2008
Broadwalk Asset Management is to launch the UK's first hedge fund focusing on the services sector, encompassing support services, construction, IT, transport and healthcare.
The fund will be managed by Charlie Cottam, who spent 12 years as an equity analyst for Cazenove and Panmure Gordon focusing on the support services sector.
Financial Times – 23 February, 2008