Chelverton Asset Management

At Chelverton, we pride ourselves on doing business the right way. We keep things simple, yet always put the investor at the heart of our decisions. Our experienced fund managers are experts in their field, and we focus on owning stocks rather than renting them. We recognise that time horizon is a key market imperfection, and with input from our dedicated ESG (environmental, social and governance) team, our investment teams have developed robust stock picking processes that seek to identify companies managing risks and opportunities in the right way.

Our investment approach is built around the principles of long-term thinking, discipline, and a deep understanding of the companies we invest in. We believe in buying when others are fearful and selling when others are greedy, as famously said by John Templeton. This approach requires the greatest fortitude, but it pays the greatest reward.

Our Services

We offer a range of investment services, designed to help our clients achieve their long-term financial goals. Our fund managers work tirelessly to identify companies with strong growth potential, sound financials, and a commitment to responsible business practices. We believe that responsible investing is not only the right thing to do, but it also makes good business sense.

Our investment products include the MI Chelverton European Select Fund, the Chelverton Global Consumer Franchise Fund, the MI Chelverton UK Equity Income Fund, and the MI Chelverton UK Equity Growth Fund. We also offer The Investment Company, Chelverton UK Dividend Trust PLC, and Blackfinch Investments, providing a range of options for investors with different goals and risk appetites.

Our Commitment to Responsible Investing

We are committed to responsible investing, and we believe that it is essential to consider environmental, social, and governance (ESG) factors when making investment decisions. Our experienced ESG team works closely with our investment teams to identify companies that are managing risks and opportunities in a responsible way. We believe that responsible investing is not only the right thing to do, but it also makes good business sense.

Our Team

Our team is made up of experienced investment professionals, each with a deep understanding of the markets and a commitment to doing business the right way. Meet our team and learn more about our investment approach.