Saracen Fund Managers is part of AssetCo PLC  |  SVM Asset Management, Saracen and Revera to rebrand as part of an enlarged River and Mercantile

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Saracen is a boutique fund management business, based in Edinburgh.

Our Funds

TB Saracen UK Alpha Fund

The objective of the fund is to achieve a higher rate of return than the MSCI UK All Cap Index by investing in a portfolio of primarily UK equity securities with the potential for long term growth.

TB Saracen Global Income & Growth

The objective of the fund is to provide a degree of income to investors with the aim of building capital through investing in a portfolio of primarily global equities.

TB Saracen UK Income Fund

The objective of the fund is to provide income exceeding 110% of the dividend income of the MSCI All Cap index and an overall return (income plus capital growth) which is superior to that index.

SVS Revera UK Dynamic Fund

The objective of the fund is to achieve a higher rate of return than the MSCI UK All Cap Index by investing in a portfolio of primarily UK equity securities with the potential for long term growth.

Latest News

Thursday 08th of December 2022

SVM Asset Management, Saracen and Revera to rebrand as part of an enlarged River and Mercantile

River and Mercantile (R&M) is pleased to announce a significant expansion, with plans to bring together the four active equity asset management subsidiaries of AssetCo, its parent company, under the…

Wednesday 01st of September 2021

Saracen strengthens investment team in wake of AssetCo acquisition

Saracen Fund Managers, the Edinburgh-based asset manager now backed by AssetCo, has appointed Alasdair Birch as Investment Director on its Global and UK equity strategies. His responsibilities will include equity…

Friday 14th of May 2021

AssetCo acquires Saracen Fund Managers

It has become increasingly difficult for smaller boutiques to gain traction with larger managers. With the backing of AssetCo, Saracen will be able to increase research capacity, distribution capabilities and…

Tuesday 10th of November 2020

Looks Like a Turning Point for Value…

We have written extensively about the current valuation extremities within equity markets and the long period of under-performance of ‘Value’. In our recent Quarterly review, we highlighted several potential catalysts…

Tuesday 15th of September 2020

Why we care about ESG

ESG has become the buzz word in investing over the last few years.  It seems everyone is talking about it and ever more people are trying to find out about it.  Just look…

Wednesday 03rd of June 2020

View from the Garden – June 2020

Normally we spend a lot of time in May and June hitting the road and meeting investors face to face.  We always find it insightful to hear how our clients…

Thursday 23rd of January 2020

GAAP bubble – is it 2000 all over again?

We have written at length over the past 12 months on valuation anomalies, where share prices appeared to diverge from the underlying prospects for a business. We highlighted the ratings…

Monday 16th of December 2019

UK Election 2019 – UK Team Comment

So now we know. The Conservative Party has won a substantial majority and Labour and the Lib Dems have been put to the sword. Sterling has predictably rallied and there…

We align our interests with those of investors – employees have shareholdings in our parent company and have significant portions of our personal assets invested into the funds. We aim to share success with our clients and be transparent and accountable to them at all times.

Our Team

We are a team of experienced investors. We have an entrepreneurial approach to business and are able to spend our time on investing, without distraction.

Chief Executive Officer

Graham H Campbell

Having joined Saracen in 2011 as a major shareholder, Graham is the Chief Executive, as well as the Manager of the TB Saracen Global Income and Growth…

Investment Director

Bettina Edmondston

Bettina is an Investment Director and co-manager of the TB Saracen Global Income and Growth fund. She joined Saracen in 2015 from Apo Asset in Germany…

Investment Director

David Clark

David manages the TB Saracen UK Alpha and TB Saracen UK Income funds. His investment career has spanned over 25 years with most of this focused on UK …

Investment Director

Alasdair Birch

Alasdair joined Saracen in September 2021, having previously worked as a Deputy Fund Manager and Investment Analyst at SVM Asset Management. Alasdair …

Business Intelligence Manager

David Taylor

David joined in January 2021 as a Business Intelligence Manager. He entered the world of Investment in 2011 at JPMorgan in Edinburgh before undertakin…

Compliance Director

Joanne Keir

Joanne is the Administration and Compliance Manager and an Executive Director. Having joined in 2017, she began her career as a retail Bank Manager fo…

Chairman

Jamie G Matheson

Jamie became Chairman of Saracen in 2014, following his tenure as Chairman at Brewin Dolphin for 8 years. Jamie was formerly a Director at Scottish Ra…

Board Member

Peter Mckeller

Peter McKellar has spent nearly all of his working career in private markets, in particular private equity and infrastructure investment management an…

Board Member

Gary Collins

Gary joined AssetCo as head of distribution in July 2021. He was previously head of distribution at Columbia Threadneedle Investments, running both th…

Investment Director

Stephen Grant

Stephen has been investing in UK equities since 1984, working with Scottish Mutual and Scottish Amicable before joining Ivory & Sime in 1997. Whilst a…