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Nutshell Asset Management

@NutshellAM

Our CIO Mark Ellis joined Michael Wilson and David Buik on the Talking Markets podcast to discuss volatility, active management and navigating today’s uncertain markets. From why volatility creates opportunity, to the importance of quality businesses priced correctly, Mark…


The Nutshell Growth Fund GBP IF returned 0.50% in December. December saw markets adjust to shifting policy expectations following a Federal Reserve rate cut, with investor focus turning to the pace and extent of further easing in 2026. Global equities traded mixed, with…

NutshellAM's tweet image. The Nutshell Growth Fund GBP IF returned 0.50% in December. December saw markets adjust to shifting policy expectations following a Federal Reserve rate cut, with investor focus turning to the pace and extent of further easing in 2026. Global equities traded mixed, with…

Buy-and-hold vs high turnover: Which style fits today’s market? In his latest article Matteo Anelli at @FETrustnet discusses the merits of a higher turnover approach highlighting the Nutshell Growth Fund for this investment style. 'higher-turnover approaches such as the…

NutshellAM's tweet image. Buy-and-hold vs high turnover: Which style fits today’s market?

In his latest article Matteo Anelli at @FETrustnet  discusses the merits of a higher turnover approach highlighting the Nutshell Growth Fund for this investment style.

'higher-turnover approaches such as the…

The Nutshell Growth Fund GBP IF returned -2.53% in November. Global equities were volatile but broadly flat in November. During the month there was profit taking on mega-cap tech tied to investor concerns of high valuations and whether expensive AI-driven investments will ever…

NutshellAM's tweet image. The Nutshell Growth Fund GBP IF returned -2.53% in November. Global equities were volatile but broadly flat in November. During the month there was profit taking on mega-cap tech tied to investor concerns of high valuations and whether expensive AI-driven investments will ever…

Global equities extended gains in October as a Fed rate cut and softer inflation reinforced expectations of a soft landing. AI and tech sectors led performance, supported by strong earnings and renewed investor inflows. While U.S. data softened and policy uncertainty lingered,…

NutshellAM's tweet image. Global equities extended gains in October as a Fed rate cut and softer inflation reinforced expectations of a soft landing. AI and tech sectors led performance, supported by strong earnings and renewed investor inflows.

While U.S. data softened and policy uncertainty lingered,…

Nutshell Growth Fund in the Press #fefundinfo - Matteo Anelli Nutshell Founder, Mark Ellis talks about trimming its US weighting and taking profits from tech leaders like Nvidia, Meta and Alphabet. "The fund’s twice-monthly rebalancing process means it’s constantly…

NutshellAM's tweet image. Nutshell Growth Fund in the Press #fefundinfo - Matteo Anelli

Nutshell Founder, Mark Ellis talks about trimming its US weighting and taking profits from tech leaders like Nvidia, Meta and Alphabet.

"The fund’s twice-monthly rebalancing process means it’s constantly…

In his latest interview with FE Trustnet's Matteo Anelli, Mark Ellis discusses the process behind the Nutshell Growth Fund’s consistent outperformance - and why it’s unlike anything else in the IA Global sector! 'In a crowded sector where trackers seem to have the upper hand,…

NutshellAM's tweet image. In his latest interview with FE Trustnet's Matteo Anelli, Mark Ellis discusses the process behind the Nutshell Growth Fund’s consistent outperformance - and why it’s unlike anything else in the IA Global sector!

'In a crowded sector where trackers seem to have the upper hand,…

Global equity markets continued to hit new all-time highs in September, as AI enthusiasm, resilient earnings growth, and a rate cutting Fed outweighed typically weak seasonality and broader macro concerns. While recent softness in U.S. employment data and the government shutdown…

NutshellAM's tweet image. Global equity markets continued to hit new all-time highs in September, as AI enthusiasm, resilient earnings growth, and a rate cutting Fed outweighed typically weak seasonality and broader macro concerns.

While recent softness in U.S. employment data and the government shutdown…

The Nutshell Growth Fund, managed by Mark Ellis, features in TrustNet's latest piece, highlighting the fund's outperformance: trustnet.com/news/13458509/… “Mark's high-turnover approach to buying high-quality companies is faring considerably better than most of the buy-and-hold funds…


Mark Ellis, Portfolio Manager of Nutshell Asset Management, provides an anecdote to traditional “buy and hold”… citywire.com/wealth-manager…


Global equity markets continued to advance through the month of August, fuelled by a strong Q2 earnings season. Macro instability persisted with concerns over FED independence and potential future rate cuts. AI remained at the forefront of Investor minds with NVIDIA earnings…

NutshellAM's tweet image. Global equity markets continued to advance through the month of August, fuelled by a strong Q2 earnings season. Macro instability persisted with concerns over FED independence and potential future rate cuts. AI remained at the forefront of Investor minds with NVIDIA earnings…

We're delighted to announce our Nutshell Growth Fund is now available on #InteractiveBrokers. The Fund is widely available across the UK investment platforms. A full list is available at nutshellam.com. #NutshellGrowthFund #NutshellAM #GlobalGrowth #Allfunds CAPITAL…

NutshellAM's tweet image. We're delighted to announce our Nutshell Growth Fund is now available on #InteractiveBrokers. The Fund is widely available across the UK investment platforms. A full list is available at nutshellam.com. 

#NutshellGrowthFund #NutshellAM #GlobalGrowth #Allfunds
 
CAPITAL…

Merryn Somerset Webb's latest podcast featuring our Chairman, Michael Spencer is a must-listen for anyone who is interested in the high turnover active/passive debate. Listen here [open.spotify.com/episode/5TQ93o…] #Investment #AssetManagement #NutshellGrowthFund #WealthManagement

NutshellAM's tweet image. Merryn Somerset Webb's  latest podcast featuring our Chairman, Michael Spencer is a must-listen for anyone who is interested in the high turnover active/passive debate.

Listen here [open.spotify.com/episode/5TQ93o…]

#Investment #AssetManagement #NutshellGrowthFund #WealthManagement…

Thank you @FundCalibre for your latest podcast, I really enjoyed it! fundcalibre.com/episode-350-qu… I hope it provides our current and prospective investors with a valuable insight into what sets us apart from most traditional active funds. Now with the added the benefit of an…

NutshellAM's tweet image. Thank you @FundCalibre for your latest podcast, I really enjoyed it! 
fundcalibre.com/episode-350-qu…
I hope it provides our current and prospective investors with a valuable insight into what sets us apart from most traditional active funds. Now with the added the benefit of an…

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