James Rowsell

Vermeer Investment Management

Founded in 2014 by James Rowsell and Tim Gregory, Vermeer Investment Management launched its first fund, the Vermeer Global Fund, in December 2016. This is the first in a series of fund launches to develop Vermeer into a broad based asset management company. Vermeer draws on the founders' collective experience of over 60 years in the industry in both fund management and investment research. We believe that there is a significant amount of high quality research provided by the finance industry that the company can access. The team solely focus on fund management, outsourcing most administrative functions. The Vermeer Global Fund is a long only UCITS ICAV investing in global equities and has no market cap, country or sector limits. Employing an 80/20 strategy, 80% invested in long term growth stocks and the remaining 20% available to use when specific opportunities arise, the fund targets between 30 and 60 stocks focusing strongly on macroeconomic themes. Stock selection is driven by quality, robust cash flow, and management. We look for companies with a discernible competitive advantage in their market.