VELANNE ASSET MANAGEMENT LTD

HTTP://WWW.VELANNEAM.COM LONDON, X0 Investment Advisor How do I update this listing?

Velanne Asset Management LTD is based out of London. Velanne Asset Management LTD is a large advisory firm with 3 clients and discretionary assets under management (AUM) of $286,056,902 (Form ADV from 2018-10-17). Their last reported 13F filing for Q1 2019 included $144,660,000 in managed 13F securities and a top 10 holdings concentration of 58.65%. Velanne Asset Management LTD's largest holding is Zimmer Biomet Holdings Inc with shares held of 91,736. Whalewisdom has at least 2 13F filings

Download 13F Summary to Excel Create Email Alert

03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $144.66 Million
  • Prior Market Value $125.09 Million
  • New Purchases1 stock
  • Additional Purchases21 stocks
  • Sold out of1 stock
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 58.65 %
  • Turnover % [1]:9.09%
  • Turnover Alt % [2]: 12.94 %
  • Time Held Top20:0.90 quarters
  • Time Held Top10:0.70 quarters
  • Time Held All:0.95 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -2.81%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

VELANNE ASSET MANAGEMENT
Classified as Hedge Fund
STRAND BRIDGE HOUSE 138-142 STRAND
LONDON    WC2R1HH
Country: United Kingdom

Business Phone: 011-44203-636-9180
Fax: 011-44203-636-9199
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Principal Office Outside the US
Form of Organization: Corporation
Organized in:
Number of employees: 10
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 3
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

VELANNE ASSET MANAGEMENT LIMITED

ownership team - last updated 2018-10-17
Name Title Start Date Direct/Indirect % Ownership
GUDEFIN, ANNE, ELIZABETH CHAIRMAN, DIRECTOR AND SHAREHOLDER 08/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
VELANNE ASSET MANAGEMENT LIMITED CHAIRMAN, DIRECTOR AND SHAREHOLDER direct 2017-08-01
REYNOLDS, JOHN, PATRICK SHAREHOLDER, DIRECTOR 09/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
VELANNE ASSET MANAGEMENT LIMITED SHAREHOLDER direct 2017-09-01
THOMSON, JAKE, MICHAEL ALFRED SHAREHOLDER, DIRECTOR 08/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
VELANNE ASSET MANAGEMENT LIMITED SHAREHOLDER direct 2017-08-01
LINEHAN, TIMOTHY, JOHN DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDERSON ASSET MANAGEMENT LIMITED DIRECTOR indirect 2006-04-01
SANDERSON ASSET MANAGEMENT LIMITED NON EXECUTIVE DIRECTOR direct 2006-04-01
SANDERSON ASSET MANAGEMENT LLP SUPERVISORY GROUP MEMBER direct 2013-04-01
SILCHESTER INTERNATIONAL INVESTORS LTD COMPLIANCE OFFICER direct 2003-05-01
SILCHESTER INTERNATIONAL INVESTORS LTD CHIEF COMPLIANCE OFFICER AND HEAD OF CORPORATE MANAGEMENT direct 2003-05-01
SILCHESTER INTERNATIONAL INVESTORS LTD CHIEF COMPLIANCE OFFICER direct 2003-05-01
SILCHESTER INTERNATIONAL INVESTORS LLP CHIEF COMPLIANCE OFFICER, HEAD OF OPERATIONS, SENIOR PARTNER AND MEMBER OF SUPERVISORY GROUP direct 2010-11-01
SILCHESTER INTERNATIONAL INVESTORS LLP SUPERVISORY GROUP AND COVERED OFFICER direct 2010-11-01
SILCHESTER INTERNATIONAL INVESTORS LTD CHIEF COMPLIANCE OFFICER AND HEAD OF OPERATIONS direct 2010-11-01
SILCHESTER INTERNATIONAL INVESTORS LLP DIRECTOR & SHAREHOLDER indirect 2011-04-01
SILCHESTER INTERNATIONAL INVESTORS LLP DIRECTOR & SHAREHOLDER indirect 2011-04-01
HIGHCLERE INTERNATIONAL INVESTORS LIMITED NON-EXECUTIVE DIRECTOR direct 2006-05-01
HIGHCLERE INTERNATIONAL INVESTORS LLP NON-EXECUTIVE MEMBER direct 2006-05-01
EDGBASTON INVESTMENT PARTNERS LIMITED NON-EXECUTIVE DIRECTOR direct 2008-05-01
EDGBASTON INVESTMENT PARTNERS LLP DIRECTOR indirect 2008-05-01
EDGBASTON INVESTMENT PARTNERS LLP NON-EXECUTIVE COMMITTEE MEMBER direct 2016-04-01
EDGBASTON INVESTMENT PARTNERS LLP EXECUTIVE COMMITTEE MEMBER direct 2016-04-01
EDGBASTON INVESTMENT PARTNERS LLP NON-EXECUTIVE MEMBER OF EXECUTIVE COMMITTEE direct 2016-04-01
KILTEARN PARTNERS LLP SUPERVISORY GROUP MEMBER direct 2011-01-01
KILTEARN PARTNERS LLP DIRECTOR indirect 2011-01-01
HERONBRIDGE INVESTMENT MANAGEMENT LLP NON-EXECUTIVE DIRECTOR direct 2005-11-01
CAPE ANN ASSET MANAGEMENT LIMITED DIRECTOR direct 2015-09-01
SILCHESTER PARTNERS LIMITED SHAREHOLDER 08/01/2017 Direct 75% or more
HUGHES, NICHOLAS, CHARLES CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, DIRECTOR AND SHAREHOLDER 08/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MARATHON ASSET MANAGEMENT LLP CHIEF OPERATING OFFICER direct 2012-08-01
BUTT, STEPHEN, CHARLES CHAIRMAN SILCHESTER PARTNERS LIMITED 04/01/1995 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SANDERSON ASSET MANAGEMENT LLP DIRECTOR, SHAREHOLDER indirect 1995-04-01
NIPPON VALUE INVESTORS KK CHAIRMAN AND DIRECTOR indirect 1995-04-01
SILCHESTER INTERNATIONAL INVESTORS LLP DIRECTOR & SHAREHOLDER indirect 1995-04-01
COLCHESTER GLOBAL INVESTORS LTD SHAREHOLDER indirect 1995-04-01
KILTEARN PARTNERS LLP CHAIRMAN, DIRECTOR, SHAREHOLDER indirect 1995-04-01
HIGHCLERE INTERNATIONAL INVESTORS LLP CHAIRMAN, CIO indirect 1995-04-01
CAPE ANN ASSET MANAGEMENT LIMITED CHAIRMAN indirect 1995-04-01
EDGBASTON INVESTMENT PARTNERS LLP CHAIRMAN, DIRECTOR, SHAREHOLDER indirect 1995-04-01
HERONBRIDGE INVESTMENT MANAGEMENT LLP CHAIRMAN, DIRECTOR indirect 2005-11-01
SILCHESTER INTERNATIONAL INVESTORS LLP SUPERVISORY GROUP direct 2010-11-01
SANDERSON ASSET MANAGEMENT LIMITED CHAIRMAN AND DIRECTOR indirect 1995-04-01 2002-06-11
SILCHESTER INTERNATIONAL INVESTORS LTD CHAIRMAN, DIRECTOR, CIO, CEO direct 1995-04-01 2005-07-01
SILCHESTER INTERNATIONAL INVESTORS LTD CHAIRMAN, DIRECTOR, CIO direct 1995-04-01 2010-06-22
COLCHESTER GLOBAL INVESTORS LTD CHAIRMAN AND DIRECTOR indirect 1995-04-01 2010-07-07
EDGBASTON INVESTMENT PARTNERS LIMITED CHAIRMAN, DIRECTOR, CIO indirect 1995-04-01 2010-07-27
NIPPON VALUE INVESTORS KK CHAIRMAN, DIRECTOR, CIO indirect 1995-04-01 2010-07-28
SANDERSON ASSET MANAGEMENT LIMITED CHAIRMAN, DIRECTOR, CIO, CEO indirect 1995-04-01 2010-08-23
EDGBASTON INVESTMENT PARTNERS LIMITED CHAIRMAN, DIRECTOR, CIO indirect 1995-04-01 2011-01-20
SILCHESTER INTERNATIONAL INVESTORS LTD CHAIRMAN, CIO, PARTNER & MEMBER OF SUPERVISORY GROUP direct 2010-11-01 2011-03-07
EDGBASTON INVESTMENT PARTNERS LIMITED CHAIRMAN, DIRECTOR, CIO indirect 1995-04-01 2011-05-31
KILTEARN PARTNERS LLP CHAIRMAN, DIRECTOR, CHIEF INVESTMENT OFFICER indirect 1995-04-01 2011-08-12
HIGHCLERE INTERNATIONAL INVESTORS LLP CHAIRMAN, DIRECTOR, CIO indirect 1995-04-01 2011-10-17
SANDERSON ASSET MANAGEMENT LIMITED CHAIRMAN, DIRECTOR, CEO indirect 1995-04-01 2012-07-13
COLCHESTER GLOBAL INVESTORS LTD DIRECTOR AND SHAREHOLDER indirect 1995-04-01 2013-07-31
COLCHESTER GLOBAL INVESTORS LTD DIRECTOR direct 1999-10-01 2013-07-31
SILCHESTER INTERNATIONAL INVESTORS LLP CIO, SENIOR PARTNER AND MEMBER OF SUPERVISORY GROUP direct 2010-11-01 2014-06-12
KILTEARN PARTNERS LLP CHAIRMAN, DIRECTOR indirect 1995-04-01 2014-06-17
EDGBASTON INVESTMENT PARTNERS LIMITED CHAIRMAN, DIRECTOR indirect 1995-04-01 2015-07-07
EDGBASTON INVESTMENT PARTNERS LLP DIRECTOR & SHAREHOLDER indirect 1995-04-01 2016-11-03

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
THE VELANNE GLOBAL EQUITY FUND United States 805-1596782290 Other Private Fund LONG ONLY PRIVATELY OFFERED COMMINGLED FUND 71,564,031 2,000,000

VELANNE ASSET MANAGEMENT LIMITED

ownership team - last updated 2018-06-28
Name Title Start Date Direct/Indirect % Ownership
GUDEFIN, ANNE, ELIZABETH CHAIRMAN, DIRECTOR AND SHAREHOLDER 08/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
VELANNE ASSET MANAGEMENT LIMITED CHAIRMAN, DIRECTOR AND SHAREHOLDER direct 2017-08-01
REYNOLDS, JOHN, PATRICK SHAREHOLDER, DIRECTOR 09/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
VELANNE ASSET MANAGEMENT LIMITED SHAREHOLDER direct 2017-09-01
THOMSON, JAKE, MICHAEL ALFRED SHAREHOLDER, DIRECTOR 08/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
VELANNE ASSET MANAGEMENT LIMITED SHAREHOLDER direct 2017-08-01
LINEHAN, TIMOTHY, JOHN DIRECTOR 08/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SANDERSON ASSET MANAGEMENT LIMITED DIRECTOR indirect 2006-04-01
SANDERSON ASSET MANAGEMENT LIMITED NON EXECUTIVE DIRECTOR direct 2006-04-01
SANDERSON ASSET MANAGEMENT LLP SUPERVISORY GROUP MEMBER direct 2013-04-01
SILCHESTER INTERNATIONAL INVESTORS LTD COMPLIANCE OFFICER direct 2003-05-01
SILCHESTER INTERNATIONAL INVESTORS LTD CHIEF COMPLIANCE OFFICER AND HEAD OF CORPORATE MANAGEMENT direct 2003-05-01
SILCHESTER INTERNATIONAL INVESTORS LTD CHIEF COMPLIANCE OFFICER direct 2003-05-01
SILCHESTER INTERNATIONAL INVESTORS LLP CHIEF COMPLIANCE OFFICER, HEAD OF OPERATIONS, SENIOR PARTNER AND MEMBER OF SUPERVISORY GROUP direct 2010-11-01
SILCHESTER INTERNATIONAL INVESTORS LLP SUPERVISORY GROUP AND COVERED OFFICER direct 2010-11-01
SILCHESTER INTERNATIONAL INVESTORS LTD CHIEF COMPLIANCE OFFICER AND HEAD OF OPERATIONS direct 2010-11-01
SILCHESTER INTERNATIONAL INVESTORS LLP DIRECTOR & SHAREHOLDER indirect 2011-04-01
SILCHESTER INTERNATIONAL INVESTORS LLP DIRECTOR & SHAREHOLDER indirect 2011-04-01
HIGHCLERE INTERNATIONAL INVESTORS LIMITED NON-EXECUTIVE DIRECTOR direct 2006-05-01
HIGHCLERE INTERNATIONAL INVESTORS LLP NON-EXECUTIVE MEMBER direct 2006-05-01
EDGBASTON INVESTMENT PARTNERS LIMITED NON-EXECUTIVE DIRECTOR direct 2008-05-01
EDGBASTON INVESTMENT PARTNERS LLP DIRECTOR indirect 2008-05-01
EDGBASTON INVESTMENT PARTNERS LLP NON-EXECUTIVE COMMITTEE MEMBER direct 2016-04-01
EDGBASTON INVESTMENT PARTNERS LLP EXECUTIVE COMMITTEE MEMBER direct 2016-04-01
EDGBASTON INVESTMENT PARTNERS LLP NON-EXECUTIVE MEMBER OF EXECUTIVE COMMITTEE direct 2016-04-01
KILTEARN PARTNERS LLP SUPERVISORY GROUP MEMBER direct 2011-01-01
KILTEARN PARTNERS LLP DIRECTOR indirect 2011-01-01
HERONBRIDGE INVESTMENT MANAGEMENT LLP NON-EXECUTIVE DIRECTOR direct 2005-11-01
CAPE ANN ASSET MANAGEMENT LIMITED DIRECTOR direct 2015-09-01
SILCHESTER PARTNERS LIMITED SHAREHOLDER 08/01/2017 Direct 75% or more
BUTT, STEPHEN, CHARLES CHAIRMAN SILCHESTER PARTNERS LIMITED 04/01/1995 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SANDERSON ASSET MANAGEMENT LLP DIRECTOR, SHAREHOLDER indirect 1995-04-01
NIPPON VALUE INVESTORS KK CHAIRMAN AND DIRECTOR indirect 1995-04-01
SILCHESTER INTERNATIONAL INVESTORS LLP DIRECTOR & SHAREHOLDER indirect 1995-04-01
COLCHESTER GLOBAL INVESTORS LTD SHAREHOLDER indirect 1995-04-01
KILTEARN PARTNERS LLP CHAIRMAN, DIRECTOR, SHAREHOLDER indirect 1995-04-01
HIGHCLERE INTERNATIONAL INVESTORS LLP CHAIRMAN, CIO indirect 1995-04-01
CAPE ANN ASSET MANAGEMENT LIMITED CHAIRMAN indirect 1995-04-01
EDGBASTON INVESTMENT PARTNERS LLP CHAIRMAN, DIRECTOR, SHAREHOLDER indirect 1995-04-01
HERONBRIDGE INVESTMENT MANAGEMENT LLP CHAIRMAN, DIRECTOR indirect 2005-11-01
SILCHESTER INTERNATIONAL INVESTORS LLP SUPERVISORY GROUP direct 2010-11-01
SANDERSON ASSET MANAGEMENT LIMITED CHAIRMAN AND DIRECTOR indirect 1995-04-01 2002-06-11
SILCHESTER INTERNATIONAL INVESTORS LTD CHAIRMAN, DIRECTOR, CIO, CEO direct 1995-04-01 2005-07-01
SILCHESTER INTERNATIONAL INVESTORS LTD CHAIRMAN, DIRECTOR, CIO direct 1995-04-01 2010-06-22
COLCHESTER GLOBAL INVESTORS LTD CHAIRMAN AND DIRECTOR indirect 1995-04-01 2010-07-07
EDGBASTON INVESTMENT PARTNERS LIMITED CHAIRMAN, DIRECTOR, CIO indirect 1995-04-01 2010-07-27
NIPPON VALUE INVESTORS KK CHAIRMAN, DIRECTOR, CIO indirect 1995-04-01 2010-07-28
SANDERSON ASSET MANAGEMENT LIMITED CHAIRMAN, DIRECTOR, CIO, CEO indirect 1995-04-01 2010-08-23
EDGBASTON INVESTMENT PARTNERS LIMITED CHAIRMAN, DIRECTOR, CIO indirect 1995-04-01 2011-01-20
SILCHESTER INTERNATIONAL INVESTORS LTD CHAIRMAN, CIO, PARTNER & MEMBER OF SUPERVISORY GROUP direct 2010-11-01 2011-03-07
EDGBASTON INVESTMENT PARTNERS LIMITED CHAIRMAN, DIRECTOR, CIO indirect 1995-04-01 2011-05-31
KILTEARN PARTNERS LLP CHAIRMAN, DIRECTOR, CHIEF INVESTMENT OFFICER indirect 1995-04-01 2011-08-12
HIGHCLERE INTERNATIONAL INVESTORS LLP CHAIRMAN, DIRECTOR, CIO indirect 1995-04-01 2011-10-17
SANDERSON ASSET MANAGEMENT LIMITED CHAIRMAN, DIRECTOR, CEO indirect 1995-04-01 2012-07-13
COLCHESTER GLOBAL INVESTORS LTD DIRECTOR AND SHAREHOLDER indirect 1995-04-01 2013-07-31
COLCHESTER GLOBAL INVESTORS LTD DIRECTOR direct 1999-10-01 2013-07-31
SILCHESTER INTERNATIONAL INVESTORS LLP CIO, SENIOR PARTNER AND MEMBER OF SUPERVISORY GROUP direct 2010-11-01 2014-06-12
KILTEARN PARTNERS LLP CHAIRMAN, DIRECTOR indirect 1995-04-01 2014-06-17
EDGBASTON INVESTMENT PARTNERS LIMITED CHAIRMAN, DIRECTOR indirect 1995-04-01 2015-07-07
EDGBASTON INVESTMENT PARTNERS LLP DIRECTOR & SHAREHOLDER indirect 1995-04-01 2016-11-03

Elevate your investments