Long-only
Equity Funds

Amberton partners with Somerston Asset Management to offer our investors access to the carefully managed funds of the Somerston family office. These funds leverage Somerston’s multi-generational investment expertise across equities and multi-asset strategies, providing opportunities tailored for long-term growth and resilience.

Somerston Core Equity Fund

A select group of global companies exhibit characteristics we define as ‘Quality Compounders.’ The Somerston Core Equity Fund invests in 20–25 of these businesses, each distinguished by its ability to generate strong returns and reinvest capital at similarly high rates. These companies provide essential goods or services that are either highly valued or deeply embedded in society. They are led by experienced management teams with a proven track record of disciplined capital allocation.

Attributes:

• Genuine ‘quality compounders’ generate shareholder value.
  

Once a stock meeting our strict criteria is added, portfolio activity focuses on adjusting our level of investment by adding to, or trimming, existing holdings when valuations deviate too far from reasonable levels.

The fund maintains a long-term focus. As a multi-generational family office with over 150 years of investment experience, Somerston is well positioned to back high-conviction ideas over the long term, taking advantage of market inefficiencies and mispricing. The fund is designed to compound value steadily over time.

Somerston Technology Fund

Technology will continue to have a greater influence on our lives and represent a greater proportion of the global economy.  The Somerston Technology Fund invests in 20–25 publicly listed companies that are poised to benefit from technological advancements, identifying those with the potential for sustained, superior growth.

Attributes:

• The fund holds its investments for many years.
• Highly concentrated.
• Portfolio activity takes advantage of periods of mispricing and repositions for superior growth opportunities.

While returns may exhibit greater volatility, the fund is designed to capture outsized growth opportunities over the long term. With a 40-year presence on the US West Coast and a strong track record in both public and private technology investments, Somerston is well placed to navigate the sector’s evolution.