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Senior School

Stock Market Investment Club

Embley Asset Management outperformed the FTSE 100 index by 5.08% (31 Dec 2019 to 31 May 2020)

Embley’s Stock Market Investment Club is the first of its kind in the UK. With access to live London Stock Exchange data, Prep and Senior School children aged between 10 and 14 are developing their financial literacy skills by applying their mathematical and computer knowledge in a real-world application. They are exploring new topics such as the impact of Brexit on investments, economics, world news, risk management and ethical investment.

Embley Asset Management (EAM) – our team of fund managers – are being guided through the complexities of investing in stocks and shares by their chief investment officer, Simon Brooks, previously Senior Fund Manager at Liverpool Asset Management. Divided into small groups, each team has a Lead Manager, a Deputy Fund Manager and two Research Analysts.

The EAM has outperformed the FTSE 100 index by 5.08% over the period 31 December 2019 to 31 May 2020; particularly impressive considering the 2020 stock market crash which began on the 20 February. The sheer speed at which stock markets lost value put this decline into the same league as the Wall Street Crash of 1929. Click on the link on the right to access this year’s full report. 

Chief Investment Officer of EAM, Simon Brooks, puts it down to a number of factors: “The diversification in company size and choices of industry meant that even during the times of highest velocity the overall portfolio was always in contention to beat its benchmark.”

Embley Asset  Mgmt Annual Report 2019-20