About Unicorn Asset Management
The Unicorn AIM IHT portfolios are managed by Unicorn Asset Management, a specialist UK equity investment boutique founded in 2000. Unicorn has invested in AIM-listed companies since the firm’s inception and brings more than two decades of dedicated experience researching and investing in the UK smaller companies market.
The Unicorn Alternative Investment Market (AIM) Inheritance Tax (IHT) portfolios were launched in 2016 and are run by Unicorn’s UK Equity team, working collaboratively with a team-based approach, meaning portfolio decisions reflect the combined insight of multiple experienced managers who have worked together for many years, providing continuity of process and deep institutional knowledge of the AIM market.
A distinctive feature of the strategy is that the portfolios frequently hold businesses Unicorn has known for many years, often through prior investment in the Unicorn AIM Venture Capital Trust (VCT). This long-running relationship with portfolio companies allows the team to draw on first-hand insight built up over multiple market cycles.
The investment philosophy is centred on identifying high-quality, well-managed AIM-listed businesses with durable competitive advantages, recurring revenues, conservative balance sheets and disciplined capital allocation, bought at attractive valuations and held with patience. The portfolios are actively managed and long-only, constructed through a disciplined bottom-up research process.
About Unicorn Asset Management
The Unicorn AIM IHT portfolios are managed by Unicorn Asset Management, a specialist UK equity investment boutique founded in 2000. Unicorn has invested in AIM-listed companies since the firm’s inception and brings more than two decades of dedicated experience researching and investing in the UK smaller companies market.
The Unicorn Alternative Investment Market (AIM) Inheritance Tax (IHT) portfolios were launched in 2016 and are run by Unicorn’s UK Equity team, working collaboratively with a team-based approach, meaning portfolio decisions reflect the combined insight of multiple experienced managers who have worked together for many years, providing continuity of process and deep institutional knowledge of the AIM market.
A distinctive feature of the strategy is that the portfolios frequently hold businesses Unicorn has known for many years, often through prior investment in the Unicorn AIM Venture Capital Trust (VCT). This long-running relationship with portfolio companies allows the team to draw on first-hand insight built up over multiple market cycles.
The investment philosophy is centred on identifying high-quality, well-managed AIM-listed businesses with durable competitive advantages, recurring revenues, conservative balance sheets and disciplined capital allocation, bought at attractive valuations and held with patience. The portfolios are actively managed and long-only, constructed through a disciplined bottom-up research process.
About WM Capital Management
WM Capital Management is a discretionary investment management company, managing assets on behalf of private clients, trusts, organisations, and professional intermediaries.
WM’s role within the Unicorn AIM IHT & ISA Portfolio Service is to provide discretionary portfolio management and administrative services for investors. These include; processing applications, handling technical queries regarding the service, executing trade instructions, and quarterly investment reporting, as well as being the first port of call for any general enquiries.
WM has an experienced team with expertise in portfolio management, client servicing, and financial advice, as well as managing funds.
Among the dross there are some great businesses. But you have to filter through the ones that over-promise, under-deliver, burn through cash or are too specialist. Whittle them down to around 40 and you stand a good chance of getting some decent returns.
Chris Hutchinson,
Unicorn Asset Management