Market's view on Tatton Asset Management
Published on April 2024
- Tatton Asset Management’s AUM increased by 30% in FY24 to £16.6bn, surpassing forecasts due to strong investment performance and superior platform-MPS offerings.
- There was a significant shareholder activity with Hogarth selling £1.8m worth of shares.
- Despite a challenging economic climate, Tatton reported sector-leading net inflows and double-digit profit growth with AUM rising 8% over H1-24.
- The company provided a positive trading update for the six months ended 30 September 2023, highlighting continued growth in revenue and profits driven by strong net inflows.
- A Stock Watcher suggested that Tatton operates in a niche market that would fit well within a larger asset management or insurance company due to its ability to deliver substantial value.
- Tatton’s strategic positioning and ability to attract and retain assets are seen as far superior to peers, even in difficult market conditions.
- The company won the Best Investment Service by Moneyfacts for the sixth consecutive year, underscoring its scalable business model and commitment to delivering value.