Who We Are

Appian Asset Management is a leading Irish based and owned asset manager, managing a range of funds which invest globally, to grow and protect our clients’ assets while generating sustainable income.

 

There are a range of 6 funds on offer through Appian Asset Management, each focused on different areas of investment. From global funds to property funds focused almost primarily on the Republic of Ireland, there is a fund to match any investment criteria.

For potential investors interested in learning more about the Appian Asset Management, our focus on risk and return or for more information on our investment funds, please do not hesitate to contact us.

Weekly Market Comment – July 29th 2019

Markets in both Europe and the US rose last week. In Europe, positive earnings reports and the prospect of fresh stimulus from the ECB caused markets to advance. In the US, earnings have been flat but investors have instead focused on economic and political events. The prospect of progress in the US/China trade talks lifted markets earlier in the week as Treasury Secretary Steven Mnuchin announced he will fly to Shanghai for talks. The S&P 500 and the Nasdaq Index both reached record highs.

– Derek Heffernan

 

What Defines Us

Established in 2003, we are active managers and all investment activity is carried out in house. Risk management and downside protection is a corner stone of our investment approach.

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We invest for both retail and institutional investors, delivering and compounding solid returns with low volatility. Our clients include private clients, pension funds, endowments, charities and corporates.

Investment Style

 

Our Investments are driven by a focus on Risk and Return

 

Active Management is at the core of our Process

 

We believe in making the big decisions to protect our client’s assets

 

A Focus on Quality and Valuation underpins all our Investments

 

We invest with a long-term focus

 

We believe in what we do and invest beside our clients

Appian Funds

The Appian Value Fund is a Dynamic multi-asset fund. It has a long track record of low volatility and a focus on long term growth and capital preservation.

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The Appian Ethical Value Fund applies an ethical overlay to the Appian Value Fund.  It has the same focus as the Value Fund in terms of diversification of assets, low volatility in nature and focus on long term growth.

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The Appian Equity Fund is a Concentrated Global Equity Fund.   It is managed through a bottom-up approach, focusing on investing in companies that have strong values and quality characteristics.

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The Appian Liquidity Fund is an active fund which invests primarily in cash deposits with the objectives of achieving appropriate levels of return and preserving the value of the capital

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The Appian Small Companies Opportunities Fund is a Concentrated Equity Fund.   It invests in small and mid cap stocks, targeting well-managed, high quality, cash generative companies capable of delivering sustainable growth over time but who are undervalued.

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The Appian Burlington Property Fund invests in Irish commercial property with a focus on properties in the €5-15 million range with strong tenants and growth potential.

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5 Year Annualised Returns

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Equity Fund

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Small Companies Fund

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Value Fund