Welcome to South River Asset Management
“both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute”.
South River Asset Management* is a specialist fund management company which brings together a team of highly experienced investment managers. Based in the City of London, we manage a range of mixed asset, bond and equity funds. We are passionate about the investments we make and, as a boutique fund manager, we have the ability, flexibility and agility to react quickly to market anomalies which also enables us to invest in companies regardless of their size. We are investment specialists with dedicated expertise across a range of themes and sectors. Our experience and track record has come from managing money through many different market and business cycles and our ethos is purely investment focused which aligns our interests with those of our clients.
We offer our clients the benefits of boutique, specialist fund management with the reassurance of stable ownership with the backing of Zhejiang Zhongnan, one of China’s top 500 companies. Founded in 1984, Zhejiang Zhongnan Holdings Group philosophy is “Build Business through Integrity, Achieve Development through Innovation”.
* As of 11th January 2018, Peterhouse Asset Management and Peterhouse Capital (Guernsey) Ltd (formerly Hume Capital Ltd) were renamed South River Asset Management and South River (Guernsey) Ltd
*If you’re an investor in our South River Guernsey Funds (formerly Hume Funds), please click here to learn more about the restructuring and renaming of our Funds.
Annual Newsletter
Corporate brochure
19-May-18: Amanda van Dyke presents at LSE’s Natural Resources Evening
Our Team
Amanda van Dyke
Managing Director & Portfolio Manager
Amanda van Dyke is a Managing Director of the South River group of companies and a senior investment manager. She has been previously with the mining teams of GMP, Pareto, and Dundee Securities, as an analyst and mining specialist sales person. She is also a former Chairman of Women in Mining UK, and a member of the advisory board of Mines and Money London. She has authored numerous research reports as well as articles on the mining sector. She is a professional gemmologist, and holds an MBA and MA in International Economics, from SDA Bocconi and China Europe International Business School.
Rob Steele
Operations Manager
Rob Steele is a portfolio administrator. He has over 20 years experience in the industry. Before EPIC he worked for Threadneedle Asset Management, which he joined from Zurich Investment Management. Previously he worked for an investment management company and a stockbroker which were both based in Edinburgh. Rob holds the UKSIP Investment Management Certificate.
Stephen Watson
Chief Investment Officer & Managing Director
Stephen Watson is Chief Investment Officer and Managing Director of South River Asset Management Ltd. He manages international multi-asset and equity portfolios and previously he co-ran the 4* Morningstar rated international equity funds at Northern Trust and was responsible for pan-European and Eurozone accounts at Northern Trust Global Investors. Before that he was a Director at Framlington Investment Management where he was head of European equities. Stephen has a BA Hons degree in Politics from Durham University.
Viji Thambyrajah
Operations Manager
Viji Thambyrajah is a portfolio administrator. She has over 20 years of experience in investment administration. She joined EPIC from New Flag Asset Management. Viji previously worked at Kemper (Zurich) Investment Management, where she was a member of the cash management team. She holds a BSc in Economics from the University of Wales, Cardiff.
Our Latest Tweets
Saw management of Banca Monte dei Paschi di Siena this week, oldest bank in the world, founded 1472...definitely press talk of new ECB led monetary easing in the air to loosen money supply and boost the euro banking system… https://t.co/CSnLfhwjdI
Saw management of Banca Monte dei Paschi di Siena this week, oldest bank in the world, founded 1472...definitely press talk of new ECB led monetary easing in the air to loosen money supply and boost the euro banking system…https://t.co/CSnLfhwjdI
— South River AM (@SouthRiverAm) February 13, 2019
Interesting report out from Deloitte showing strength in UK regional construction…with construction booming up north the UK government’s plans for a “Northern Powerhouse” may yet prevail…positive for PRSR and SWEF, both UK real estate investment trusts
https://t.co/q9Zd4vuROA
Interesting report out from Deloitte showing strength in UK regional construction…with construction booming up north the UK government’s plans for a “Northern Powerhouse” may yet prevail…positive for PRSR and SWEF, both UK real estate investment trustshttps://t.co/q9Zd4vuROA
— South River AM (@SouthRiverAm) February 11, 2019
On the blog: Well January is over, thank goodness! How's the start of your February? https://t.co/G3iq5GMdbq
On the blog: Well January is over, thank goodness! How's the start of your February? https://t.co/G3iq5GMdbq
— South River AM (@SouthRiverAm) February 7, 2019
A farm in Berkshire, UK last week - despite the hysteria over global warming we still get the odd cold snap here in ‘Blighty! Strong results from oil majors BP and SHELL and global demand passing 100m barrels per day in 2018(Reuters) show we haven’t cured our addiction to oil yet https://t.co/JsSqGwxHdy
A farm in Berkshire, UK last week - despite the hysteria over global warming we still get the odd cold snap here in ‘Blighty! Strong results from oil majors BP and SHELL and global demand passing 100m barrels per day in 2018(Reuters) show we haven’t cured our addiction to oil yet pic.twitter.com/JsSqGwxHdy
— South River AM (@SouthRiverAm) February 7, 2019
It's Chinese year of the pig! The pig denotes "wealth" and investors in Chinese shares will be hoping for some after a 25% drop in the Shanghai composite in 2018. We are positive on Asian shares in general and Chinese in particular with Chinese stocks on 12.3x (Bloomberg) https://t.co/iLoMr2Yo02
It's Chinese year of the pig! The pig denotes "wealth" and investors in Chinese shares will be hoping for some after a 25% drop in the Shanghai composite in 2018. We are positive on Asian shares in general and Chinese in particular with Chinese stocks on 12.3x (Bloomberg) pic.twitter.com/iLoMr2Yo02
— South River AM (@SouthRiverAm) February 6, 2019
“Beer goggles”If Brexit was dampening down enthusiasm for UK assets it certainly isn’t showing as foreign companies continue to pile in this month. ASAHI BREWERY bought out London Pride in a deal valuing the 300 YO brewer FULLERS at £250m...24x ebitda https://t.co/Ysb8tejpLC
“Beer goggles”If Brexit was dampening down enthusiasm for UK assets it certainly isn’t showing as foreign companies continue to pile in this month. ASAHI BREWERY bought out London Pride in a deal valuing the 300 YO brewer FULLERS at £250m...24x ebitda https://t.co/Ysb8tejpLC
— South River AM (@SouthRiverAm) February 5, 2019