Valu-Trac Investment Management Ltd.
Jonathan Sim is a seasoned executive with extensive experience in the finance and investment management sectors. Currently serving as the Chief Executive Officer of Valu-Trac Investment Management Ltd. since April 2024, Jonathan also holds the position of Chairman at Opmodal, which specializes in process mapping and management tools. With a long tenure at abrdn from 1998 to 2023, Jonathan held key roles including Head of Platform Strategy, Transformation and Integration, as well as Global Head of Operations, where leadership encompassed the integration of substantial assets and optimization of operations across global platforms. Jonathan’s career began at KPMG UK as an Assistant Audit Manager, focusing on statutory audits within the oil and financial services industries. Jonathan earned a degree in Accountancy from Aberdeen University between 1990 and 1994.
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Valu-Trac Investment Management Ltd.
The origins of Valu-Trac Investment Management go back to the 1970’s when the Intrinsic Value approach was established by the company’s founder, Peter Millar, to identify global investment opportunities. From 1977 to 1984 Peter was helping to set up the Abu Dhabi Investment Authority (ADIA) as Senior Investment Manager for Global Bonds and Equities. He then established Valu-Trac Research in 1985 as an investment advisory business specialising in Global Asset Allocation supporting Investment Managers including ADIA and Standard Life. Valu-Trac Investment Management Limited (Valu-Trac) then became authorised as an investment manager in 1989 due to the demand from our research clients and managed traditional (long only) and alternative (hedge funds) investments for institutional fund structures and high net worth investors. Valu-Trac Administration Services ("VTAS", a trading name of Valu-Trac) was launched in 2008, based on the proven track record of the Valu-Trac’s administration and accounting team. Our history and understanding of investment management was crucial in delivering a quality and timely service for our funds and managed accounts. Over the years Valu-Trac has capitalised on these strong relationships with Sponsors to offer a comprehensive suite of services including Investment Management & Support, ACD and Fund Operations. By providing a 'one stop shop' Valu-Trac allows Investment Managers to focus fully on their own competitive advantage from better research, innovative products and providing investment solutions for their client base. Today, Valu-Trac predominantly provides Investment Management & Support, ACD and Fund Operations services to around 50 Sponsors/Investment Managers across over 150 Funds worth £15bn AuM. The range of products we operate is focused on UK OEICs and NURs funds.