Chelverton Asset Management Limited

Other Somerset, United Kingdom ·Founded 1998

Overview

Chelverton Asset Management Limited is a UK-based investment management firm specializing in small and mid-cap equities. Established in 1998, the firm manages a variety of closed and open-ended fund strategies, focusing on companies that have delivered long-term capital growth. With over 25 years of experience, Chelverton Asset Management Limited has nurtured clients' investments through various economic cycles, emphasizing responsible investing for the benefit of clients and beneficiaries.

Investment Focus

  • Professional Investor
  • Not a US Person
  • Not a US Resident
  • Not a US Citizen
  • Not a US Taxpayer
  • Not a US Entity
  • Not a US Trust
  • Not a US Partnership
  • Not a US Corporation
  • Not a US Limited Liability Company
  • Not a US Limited Liability Partnership
  • Not a US Limited Partnership
  • Not a US Limited Company
  • Not a US Unlimited Company
  • Not a US Joint Stock Company
  • Not a US Joint Venture
  • Not a US Association
  • Not a US Cooperative
  • Not a US Mutual Fund
  • Not a US Hedge Fund

Portfolio Companies

BPRoyal Bank of ScotlandNational GridDiageoUnileverBritish American TobaccoRio TintoImperial BrandsAstraZenecaGlaxoSmithKlineHSBCBarclaysPrudentialVodafoneRoyal Dutch ShellTescoLloyds Banking GroupReckitt BenckiserWPP

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Frequently asked questions about Chelverton Asset Management Limited

What sectors does Chelverton Asset Management Limited invest in?

Chelverton Asset Management Limited invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Somerset, United Kingdom. Chelverton Asset Management Limited is listed as a other in the ConnectSafely investor database.

What stage does Chelverton Asset Management Limited invest at?

Chelverton Asset Management Limited backs companies at Growth and Late Stage, writing cheques of 1M - 50M.

Which regions does Chelverton Asset Management Limited invest in?

Chelverton Asset Management Limited invests across United Kingdom and Europe.

What companies has Chelverton Asset Management Limited invested in?

Chelverton Asset Management Limited's portfolio includes BP, Royal Bank of Scotland, National Grid, Diageo, Unilever, British American Tobacco, Rio Tinto and Imperial Brands.

Last updated · Source: ConnectSafely investor database