Chelverton Asset Management

Chelverton Asset Management is a boutique UK-based asset management firm specializing in delivering long-term capital growth for its clients. With over 25 years of experience navigating economic cycles, we provide a range of closed and open-ended fund strategies, supported by a dedicated environmental, social, and governance (ESG) team. We prioritize responsible investing and aim to fulfill our fiduciary duty, investing strategically for the benefit of our clients and beneficiaries.

Our experienced fund managers employ robust stock-picking processes, identifying companies that manage risks and opportunities effectively, fostering sustainable earnings growth. Chelverton’s approach reflects the wisdom of Sir John Templeton, emphasizing disciplined buying and selling based on market sentiment. We operate with a commitment to simplicity and client-centric decision-making, focusing on owning stocks rather than renting them.

Our team includes RI leads, supported by Canbury and our in-house Governance Team, ensuring a holistic and responsible investment approach. Chelverton’s commitment extends beyond financial performance, reflecting a dedication to ethical and sustainable practices.