Winton Capital Management Ltd.
Firm details
- Headquarters
- London,
- CRD number
- 130566
- Registered since
- March 6, 2012
- Website
- www.winton.com
- Custodians
- J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC, BANK OF NEW YORK MELLON INTERNATIONAL LTD
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles86.22%
- HNWI6.64%
- Sovereign Wealth Funds3.66%
- Investment Companies3.48%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Winton Capital Management Ltd. is structured as a hedge fund and operates with commodity pool operator/commodity trading advisor (CPO/CTA) activity. The adviser, formed in 2012 and listed as a foreign/individual ownership type, serves primarily institutional clients and provides portfolio management across a range of client types — individuals and small businesses, investment companies, pooled vehicles, and institutional/business clients. Compensation follows a mix of asset-based fees and performance-linked fees consistent with a hedge fund/CTA model. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser or pension consultant. In its corporate role it also functions as a sponsor, general partner and managing member of pooled investment vehicles in addition to its advisory responsibilities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds21%
- Sovereign Bonds20%
- US Government Bonds17%
- Exchange Traded Equities14%
- Cash & Cash Equivalents13%
Owners & executives
2 of 2
Nicholas Saunders
Chief Operating OfficerCRD 6769760

Simon Judes
Co-Chief Investment OfficerCRD 7261289
Contacts
3 of 3Alexandra Openshaw
General CounselCRD 7873111

David Harding
Founder and Executive ChairmanCRD 4763188

Adam Waghorn
CCOCRD 6875392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$286M in ETFs
97%
$278M
3%
$8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD) | BlackRock | Passive | Corporate Bond | $77.5M | 710,173 | 27.08% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- 1 Hoopers Ct
- Office locations
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