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Sarasin & Partners LLP
Guy Matthews · Asset Manager · Growth
Sarasin & Partners LLP is a London-based asset management firm established in 1983 and reconstituted as a partnership in 2007. It manages investments for charities, private clients, and institutional investors, focusing on a global thematic investment approach. The firm identifies structural long-term trends—such as climate change, demographic shifts, and technological innovation—to uncover durable growth opportunities. As an active steward of capital, Sarasin & Partners integrates environmental, social, and governance (ESG) factors into its core investment process. It is partially owned by its local management team, with the remainder held by the J. Safra Sarasin Group.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +7.8% |
| YTD return | +6.2% |
| Sharpe ratio | 1.00 |
| Win rate | 47% |
| AUM | $7.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $7.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://sarasinandpartners.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 12.7% | +17.6% |
| MSFT | Microsoft Corporation | 10.1% | -0.4% |
| GOOGL | Alphabet Inc Class A | 8.6% | +36.6% |
| AAPL | Apple Inc | 8.0% | +26.9% |
| AMZN | Amazon.com Inc | 6.9% | +14.0% |
| AVGO | Broadcom Inc | 5.7% | +1.1% |
| MA | Mastercard Inc | 5.3% | +1.0% |
| CME | CME Group Inc | 4.8% | +4.7% |
| TSM | Taiwan Semiconductor Manufacturing | 4.7% | +0.1% |
| BLK | BlackRock Inc | 3.8% | -3.9% |
| EMR | Emerson Electric Company | 3.6% | +13.4% |
| C | Citigroup Inc | 3.4% | -6.3% |
| HD | The Home Depot Inc | 3.2% | -22.1% |
| ASML | ASML Holding NV ADR | 3.1% | +13.3% |
| NFLX | Netflix Inc | 3.0% | -23.8% |
| JPM | JPMorgan Chase & Co | 2.9% | +13.7% |
| COST | Costco Wholesale Corp | 2.8% | -10.2% |
| META | Meta Platforms Inc. | 2.5% | +15.1% |
| CL | Colgate-Palmolive Company | 2.3% | +6.9% |
| TMO | Thermo Fisher Scientific Inc | 2.2% | +3.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | BUY | MSFT | 8.3% → 10.1% |
| Aug 24, 2026 | SELL | HD | 3.3% → 3.2% |
| Aug 24, 2026 | SELL | GOOGL | 9.2% → 8.6% |
| Aug 24, 2026 | SELL | BLK | 3.5% → 3.8% |
| Aug 24, 2026 | BUY | AAPL | 8.2% → 8.0% |
Investment Style Analysis
Sarasin & Partners LLP is widely recognized for employing a Growth strategy. As of Sep 18, 2026, the firm oversees approximately $7.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Sarasin & Partners LLP made a significant move by increasing exposure to MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Sarasin & Partners employs a global thematic investment philosophy, believing that long-term structural trends—such as digitalization, automation, ageing populations, and climate change—underpin future corporate success. By focusing on these inexorable shifts rather than short-term market noise, the firm identifies companies positioned for sustainable value creation. Their strategy integrates rigorous fundamental analysis with active stewardship and ESG considerations, aiming to deliver absolute returns and positive societal impact through responsible ownership and engagement.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Sarasin & Partners LLP.
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Frequently asked questions
How is the simulated portfolio for Sarasin & Partners LLP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Sarasin & Partners LLP's largest holding?
As of the latest filing, Sarasin & Partners LLP's top position is NVIDIA Corporation (NVDA), representing 12.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Sarasin & Partners LLP's historical performance and risk profile?
Our simulation indicates a total return of +7.8% with a win rate of 47%. Notably, the portfolio maintains a Sharpe Ratio of 1.00, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Sarasin & Partners LLP primarily invest in?
Sarasin & Partners LLP has a strong preference for the Semiconductors sector, which makes up 23.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Sarasin & Partners LLP's portfolio concentrated or diversified?
Sarasin & Partners LLP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Sarasin & Partners LLP performed in 2026?
Our AI-simulated model portfolio for Sarasin & Partners LLP tracks a Year-to-Date (YTD) return of +6.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Guy Matthews manage Sarasin & Partners LLP directly?
Yes, Guy Matthews serves as the key portfolio manager for Sarasin & Partners LLP, overseeing the investment strategy and final capital allocation decisions.