ContraCapital

ContraCapital is an independent, privately-owned investment advisor with a differentiated, contrarian approach to investment in the public equity markets.

We are dedicated to a single investment strategy with a sole objective; to deliver superior risk-adjusted returns to investors.

Ours is a long-term approach. We conduct deep fundamental research to understand the economics of the companies we invest in. We do not try to predict short-term share price movements that can be driven by erratic swings in investor sentiment.

We believe that buying the undervalued securities of out-of-favour companies will generate strong returns over an investment cycle, with these companies potentially benefiting both from a recovery in their fundamentals and improving investor sentiment.

Investment advisor and founder, David Lynch, has more than 30 years of investment experience, including over 15 years on the Value Team at Investec Asset Management, where he helped manage more than £5bn of client assets across a range of different funds and geographies, all with a contrarian approach. David is now solely focused on a single investment strategy, the VT Lyndon Fund, in which he is significantly invested, thereby ensuring an alignment of interests with clients.

Valu-Trac

Contra Capital Ltd is an Appointed Representative of Valu-Trac Investment Management Limited, which is authorized and regulated by the Financial Conduct Authority in the UK. Valu-Trac Investment Management Limited is the Authorised Corporate Director (ACD) and Investment Manager of the VT Lyndon Fund. ContraCapital is the Sponsor to the VT Lyndon Fund and has been appointed by the ACD to act as the Investment Advisor to the Investment Manager.

Valu-Trac Investment Management Limited was established as an authorised investment manager in 1989 launching Valu-Trac Administration Services in 2010, to provide Authorised Corporate Director (ACD) and administration services to UK regulated funds and their delegated investment managers. Valu-Trac Investment Management Limited, as ACD, administers over £6.5bn of assets under management, employs 53 staff and has offices in the North of Scotland and London.