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Butterfield Asset Management Ltd.
Jeffrey Abbott · Asset Manager · Multi-Strategy
Butterfield Asset Management Ltd. is the investment subsidiary of The Bank of N.T. Butterfield & Son Limited, an independent offshore bank founded in 1858 in Bermuda. Headquartered in Hamilton, the firm provides discretionary portfolio management, brokerage, and advisory services to high-net-worth individuals, institutions, and trusts. It manages the "Butterfield Funds," a family of proprietary mutual funds spanning global equities, fixed income, money markets, and alternative investments. The institution operates across key offshore financial hubs including Bermuda, the Cayman Islands, and Guernsey. Its investment process integrates local expertise with a global research framework, utilizing both internal and third-party fund managers. Butterfield Asset Management focuses on capital preservation and long-term growth through disciplined asset allocation and risk management strategies tailored to the complex needs of international clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.9% |
| YTD return | +3.5% |
| Sharpe ratio | 3.39 |
| Win rate | 52% |
| AUM | $0.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.butterfieldgroup.com/wealth-management/asset-management |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ASBFY | Associated British Foods plc | 41.0% | -0.0% |
| HSBC | HSBC Holdings PLC ADR | 15.0% | +43.7% |
| LGGNY | Legal & General Group Plc | 7.5% | 0.0% |
| GSK | GlaxoSmithKline PLC ADR | 7.1% | +5.1% |
| LYG | Lloyds Banking Group PLC ADR | 5.8% | +28.5% |
| BCS | Barclays PLC ADR | 3.9% | +20.7% |
| BP | BP PLC ADR | 3.1% | +26.4% |
| NTB | Bank of N.T. Butterfield & Son Ltd | 2.9% | +17.2% |
| VOD | Vodafone Group PLC ADR | 1.7% | +50.2% |
| CB | Chubb Ltd | 1.7% | +5.8% |
| NWG | Natwest Group PLC | 1.5% | +30.9% |
| SNN | Smith & Nephew SNATS Inc | 1.5% | -23.3% |
| ACGL | Arch Capital Group Ltd | 1.3% | +5.1% |
| RNR | Renaissancere Holdings Ltd | 1.0% | +12.4% |
| AXS | AXIS Capital Holdings Ltd | 1.0% | -2.2% |
| GGGSY | Greggs plc | 1.0% | -0.0% |
| MKL | Markel Corporation | 0.8% | -5.0% |
| AGO | Assured Guaranty Ltd | 0.8% | -12.8% |
| TATYY | Tate & Lyle PLC ADR | 0.8% | +0.0% |
| EG | Everest Group Ltd | 0.6% | -2.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 27, 2026 | SELL | JDSPY | 2.1% → 0.0% |
| Jul 27, 2026 | SELL | MKL | 0.8% → 0.8% |
| Jul 27, 2026 | SELL | GGGSY | 1.1% → 1.0% |
| Jul 27, 2026 | SELL | ACGL | 1.3% → 1.3% |
| Jul 27, 2026 | SELL | SNN | 1.9% → 1.5% |
Investment Style Analysis
Butterfield Asset Management Ltd. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Packaged Foods and Banks - Diversified sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 27, Butterfield Asset Management Ltd. made a significant move by reducing the position in JDSPY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The core investment philosophy of Butterfield Asset Management is built on a disciplined, research-driven approach that emphasizes diversification and risk-adjusted returns. Grounded in the principles of Modern Portfolio Theory, the firm utilizes a combination of top-down macroeconomic analysis and bottom-up security and fund manager selection. Their strategy focuses on constructing robust portfolios across multiple asset classes—including equities, fixed income, and alternatives—to achieve long-term capital growth and preservation. The firm prioritizes liquid, high-quality investments and employs a defensive mindset to navigate market volatility, ensuring that each client's specific risk tolerance and financial goals are met through either proprietary funds or bespoke discretionary mandates.
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 Butterfield Asset Management Ltd..
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Frequently asked questions
How is the simulated portfolio for Butterfield Asset Management Ltd. 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 Butterfield Asset Management Ltd.'s largest holding?
As of the latest filing, Butterfield Asset Management Ltd.'s top position is Associated British Foods plc (ASBFY), representing 41.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Butterfield Asset Management Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +10.9% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 3.39, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Butterfield Asset Management Ltd. primarily invest in?
Butterfield Asset Management Ltd. has a strong preference for the Packaged Foods sector, which makes up 41.8% of their disclosed assets. The portfolio also has exposure to Banks - Diversified, indicating a specific thematic focus.
Is Butterfield Asset Management Ltd.'s portfolio concentrated or diversified?
Butterfield Asset Management Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 63.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Butterfield Asset Management Ltd. performed in 2026?
Our AI-simulated model portfolio for Butterfield Asset Management Ltd. tracks a Year-to-Date (YTD) return of +3.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jeffrey Abbott manage Butterfield Asset Management Ltd. directly?
Yes, Jeffrey Abbott serves as the key portfolio manager for Butterfield Asset Management Ltd., overseeing the investment strategy and final capital allocation decisions.