Chawton Global Investors

Chawton Global Investors Chawton Global Investors is an independent boutique investment manager, investing in long term susta

April 2025 Factsheet -
13/05/2025

April 2025 Factsheet -

Dear Fellow Investors, The fund has proved resilient in April in the face of macro-economic uncertainties and is now marginally ahead year to date. Strong results from portfolio companies underpinned this performance.  I've included a link to the April factsheet here.  Our latest letter to Inv...

March 2025 Factsheet -
08/04/2025

March 2025 Factsheet -

Dear Fellow Investors, Although the fund performance has been flat for the first quarter and has outperformed global indices, we are experiencing substantial equity market falls in April.  In our commentary, I remind investors that we invest in resilient companies that tend to prosper in hard ...

February 2025 Factsheet -
10/03/2025

February 2025 Factsheet -

Dear Fellow Investors, Please find a link to the February factsheet here. We discuss performance and company developments as the fund proves resilient in falling markets.  Our latest letter to Investors can be found here.  This covers longer term performance and provides detailed write-ups on...

Letter to Investors - Fourth Quarter 2024 -
25/02/2025

Letter to Investors - Fourth Quarter 2024 -

Dear Fellow Investors, We are pleased to announce we have just published our latest Letter to Investors which can be found here.  As well as providing an update on performance and activity, we comment on whether we may be close to a turning point on the outperformance of large-cap US equities. We...

Our latest factsheet; January was a positive month for the fund - we explain why. January 2025 Factsheet -
07/02/2025

Our latest factsheet; January was a positive month for the fund - we explain why. January 2025 Factsheet -

Dear Fellow Investors, Please find a link to the January factsheet here. We discuss good performance and company results in the first month of 2025.  Our latest letter to Investors can be found here.  This provides insight into our Corporate Lifecycle investment approach as well as detailed...

We are pleased to have published our latest Factsheet.December 2024 Factsheet -
15/01/2025

We are pleased to have published our latest Factsheet.

December 2024 Factsheet -

Dear Fellow Investors, Please find a link to the December factsheet here. We discuss performance in the month and over 2024.  Our latest letter to Investors can be found here.  This provides insight into our Corporate Lifecycle investment approach as well as detailed write-ups on both new p...

November 2024 Factsheet -
09/12/2024

November 2024 Factsheet -

Dear Fellow Investors, Please find a link to the November factsheet here.  We highlight our investment discipline evidenced by two disposals on valuation grounds.  Our latest letter to Investors can be found here.  This provides insight into our Corporate Lifecycle investment approach as we...

Letter to Investors - Third Quarter 2024 -
22/11/2024

Letter to Investors - Third Quarter 2024 -

Dear Fellow Investors, We are pleased to announce we have just published our latest Letter to Investors which can be found here.  As well as providing an update on performance and activity, we comment on the impact of recent political developments and the economic consequences. We also set out the...

October 2024 Factsheet -
11/11/2024

October 2024 Factsheet -

Dear Fellow Investors, Please find a link to the October factsheet here.  We discuss the positive outlook for the fund's insurance holdings.  Our latest letter to Investors can be found here.  This provides insight into our Corporate Lifecycle investment approach as well as detailed write-u...

September 2024 Factsheet -
08/10/2024

September 2024 Factsheet -

Dear Fellow Investors, Please find a link to the September factsheet here in which we highlight recent performance and activity.  Our latest letter to Investors can be found here.  This provides insight into our Corporate Lifecycle investment approach as well as detailed write-ups on both ne...

August Factsheet and new Quarterly Letter -
11/09/2024

August Factsheet and new Quarterly Letter -

Factsheet We report on activity resulting from market volatility and discuss one of our smaller company holdings in the healthcare sector.  The factsheet is here. Quarterly Letter We are pleased to announce we have published our Second Quarterly Letter of 2024.  The letter can be found here. C...

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