Waves

    Investment Intelligence / Case Study

    Building Brand Awareness in the Institutional Space

    About Devon Equity

    Devon Equity is an independent fund management company founded in November 2019. We invest in European equities on behalf of European Opportunities Trust PLC (a FTSE 250 investment trust), a Luxembourg UCITS SICAV (Devon Equity Funds) and institutional investors. The portfolio management team's investment style is equity long-only, with a concentrated, high-conviction portfolio consisting of between 25 to 35 positions. 

    Alexander Darwall, the Chief Investment Officer, has managed European equities since 1996 and the European Opportunities Trust PLC since its launch in November 2000.

    We look to invest in companies that are expected to experience higher than average growth and to generate returns for investors by participating in such growth. Given we are a boutique asset manager, with ten employees, there is no place to hide. We do what we say, and we say what we do. In this way we are fully transparent and dedicated in achieving long-term performance for our clients.

    About The Client

    Devon Equity Management

    Charles Bilger
    Business Manager

    Description:
    $2bn Firm AUM

    Location:
    London, England

    Charles Bilger
    Business Manager

    Description:
    $2bn Firm AUM

    Location:
    London, England

    Given we are a boutique asset manager with ten employees, there is no place to hide. We do what we say, and we say what we do.

    Why Nasdaq eVestment™  Omni?

    Before we signed up as a client, Nasdaq eVestment™  was already a database that we as a firm ensured up-to-date data submission. We were however looking to scale in the institutional space, and while we could have done this ourselves, we had limited resources and we would have increased the risk of manual errors in the process. Therefore, using experts to ensure our strategies are positioned effectively across databases is the most cost-efficient approach we could take to increase the visibility of our institutional products.

    It is essential to be present on a database like Nasdaq eVestment, for when an institutional investor is conducting research.

    Perspective on Growing a Brand in the Institutional Space

    In our industry, distribution excellence goes beyond the personal relationships and the reputation we have built – it’s about building a global presence especially for a small firm like Devon Equity. That’s where the presence on a database and appearing as a relevant company in terms of your offer, your size, and your views is fundamental. It is essential for us to be present on a database like Nasdaq eVestment when an institutional investor is conducting research.

    Get your product in front of more interested consultants and investors:

    Read Our Guide on The Importance of Data Population for Building Brand Awareness

    Read Our Guide on The Importance of Data Population for Building Brand Awareness