Seneca Investment Managers
About Us
0151 906 2450
Seneca Investment Managers offers financial advisors and private client managers a distinctive range of multi-asset value investment options. We believe multi-asset value investing offers the prospect of superior long term returns, achieved by purchasing assets that we consider to be undervalued, so as to generate real value.
Seneca Investment Managers has been managing money for professional intermediaries since 2002. We are a friendly, knowledgeable and well-resourced team, which has equity in the business and co-invests in the funds. We are always ready to share our value-investing insights.
Tools and Resources
Please click on the links below to take you to relevant area of the Seneca Investment Managers website.
Important Information
The value of investments and any income may fluctuate and investors may not get back the full amount invested. Your capital is at risk.
VT Seneca Investment Funds
Before investing you must read the key investor information document (KIID) as it contains important information regarding the funds, including charges, tax and fund specific risk warnings and will form the basis of any investment. The prospectus, KIID and application forms are available in English from from Valu-Trac Administration Services, the Authorised Corporate Director of the Funds (01343880344).
Seneca Global Income & Growth Trust plc
Before investing you should refer to the Key Information Document (KID) for details of the principle risks and information on the trust’s fees and expenses. Net Asset Value (NAV) performance may not be linked to share price performance, and shareholders could realise returns that are lower or higher in performance. The annual investment management charge and other charges are deducted from income and capital. The Investor Disclosure document, KID and latest Annual Report are available at senecaim.com
Seneca Investment Managers Limited is the Investment Manager of the Funds (0151 906 2450) and is authorised and regulated by the Financial Conduct Authority and is registered in England No. 4325961 with its registered office at Tenth Floor, Horton House, Exchange Flags, Liverpool, L2 3YL FP19 232
Latest News
Active management and the predictability of markets #1: Eugene Fama
Aug 19, 2019
According to Moody’s, total assets in passive funds in the US will overtake those in actively managed funds in 2021. In light of this significant moment being almost upon us, I thought it would be interesting to write about the predictability of financial markets - the basis of active management - and some of the key protagonists.
more...
Seneca Global Income & Growth Trust plc factsheet is now available
Aug 14, 2019
The value of Seneca - applying a value ethos across a range of assets: why restrict good thinking to just one asset class when it can be applied to many? more...
Seneca: A Confusing Time for Economists
Jul 23, 2019
The very rapid decline in safe haven bond yields in recent months has taken me somewhat by surprise. Although we at Seneca have been preparing for a downturn in 2020 for some time, I had been expecting economies and thus bond yields to remain firm for a little while longer more...
Seneca: It’s time to specialise – White Paper and Webinar
Jul 22, 2019
As the global economy may be overdue for a downturn with increased geo-political uncertainty, Seneca IM believes adding specialist assets such as real estate investment trusts, infrastructure and specialist financials to an investment portfolio makes sense. more...
Seneca: latest fund factsheets are now available
Jul 18, 2019
At Seneca Investment Managers we are experts in Multi-Asset Value Investing and would like to help guide you on your search. We think our results speak for themselves. more...
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