Gemsstock's edge is driven by our macro analysis, together with our appraisal of value opportunities.

Gemsstock Limited is a London-based Investment Manager. Since May 2014, it has been managing a Global Macro strategy.

Gemsstock Limited is authorised and regulated by the Financial Conduct Authority.

Top down macro driven allocation 

Looking for markets, countries and sectors where investment effort looks most likely to be rewarded. The allocation across asset classes is variable and depends on the opportunity set available.

Bottom-up analysis 

We choose the names and securities exposure – and additionally confirm the top down case – with bottom-up analysis.

Strong fundamental bias

 The entire core-investment team started their careers in asset management, equity research, or economics research.

Alignment of interest

Performance, conviction and capital preservation are at the heart of our culture. We have a keen ambition to create a first-class firm that through integrity and hard-work seeks to deliver good net returns to investors.

Al Breach
Co-Portfolio Manager

Vladimir Postolovsky
Research

Andre Reihani-Eidgahi
Research

Andy Low
COO, CCO, CRO

Sima Patel
Operations

Fred Reminiac
Operations

Darren Read
Co-Portfolio Manager

Andrew Bowman
Research

Stephen Little
Execution, Risk

Lawrence Cast
Execution, Risk

Mayumi Yamaguchi
IR

Ella Hood
Marketing

Averil Goddard
Administration