EC Pohl & Co has acquired Sanford DeLand Asset Management (SDL) for an undisclosed amount. This corporate acquisition sees EC Pohl & Co integrate SDL's specialized investment capabilities into its operations. Sanford DeLand Asset Management, established in March 2010 by Keith Ashworth-Lord, is known as the investment adviser to the CFP SDL UK Buffettology Fund and the CFP SDL Free Spirit Fund. Regulated by the Financial Conduct Authority, SDL follows a "Business Perspective Investing" process, characterized by a long-term, quality-focused approach to fund management, exemplified by its concentrated portfolios.
This acquisition is a strategic move for EC Pohl & Co to expand its asset management offerings and enhance its investment advisory services. By acquiring SDL, EC Pohl & Co gains access to its established funds and the distinctive "Business Perspective Investing" methodology, which has attracted a dedicated client base. SDL’s expertise in identifying quality businesses for long-term investment, particularly through the Buffettology and Free Spirit Funds, represents a valuable addition to the acquiring company's portfolio.
The integration of Sanford DeLand Asset Management is expected to create significant synergies. EC Pohl & Co aims to leverage SDL's specialized investment processes and fund management talent to broaden its market reach and provide clients with access to a wider range of investment strategies. The combination should lead to operational efficiencies and a stronger, more diversified financial entity, while maintaining the distinct investment philosophies that have defined SDL's success.
The combined entity anticipates continued commitment to the investment principles of the CFP SDL Funds under the new ownership, aiming to deliver consistent value to investors. This acquisition positions EC Pohl & Co to strengthen its presence in the financial services sector and foster growth through a diversified and robust offering.