Year office opened: 2009
Number of staff: 20
Number of clients: 1200
Assets under management: £500m
Average portfolio size: £500k
Top three fund picks:
• CFL SDL UK Buffettology
• Fidelity Asian Values
• Artemis US Absolute Return
Q&A with James Crocker, partner, Albert E Sharp, Stratford Upon Avon (pictured below)
What is your typical client demographic?
We have no typical client – there’s a broad range, from children with JISAs through to retirees in pension drawdown.
What challenges are facing your local area?
At present, the automotive industry appears to be under some pressure, with several thousand jobs being axed at the nearby
Jaguar Land Rover.
Bullish or bearish?
Bullish. As Warren Buffet put it: ‘Over the long term, the stock market news will be good. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497.’
What differentiates your region?
The West Midlands is home to a very high number of business owners and employees in the engineering business, from the standard metal bashers to high-tech specialist component manufacturers. Albert E Sharp has supported these entrepreneurs and has contributed to the region’s growth since 1911, when the original firm was formed. We hope to continue that legacy.
What is the best thing about living in your region?
In addition to Shakespeare’s rich heritage, we love the proximity to the beautiful Cotswold countryside and the ability to quickly get into the major cities.
What is a typical saying in your region?
‘It’s black over Bill’s mother’s’: it looks like rain. Bill is William Shakespeare, and his mother (Mary Arden) lived on the outskirts of Stratford. Most storms are believed to come in from the direction of her house.