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Chelverton Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in England. Company number: 342348. Registered Office: 11 Laura Place, Bath, BA2 4BL.
Created by AgencyUK
At Chelverton we believe in doing things properly. We invest in proper companies, that do proper things, managed by sensible people. For intelligent investors, who care. Founded in 1998, we are a boutique asset management business with a specialist focus on investing outside the top 100 UK equities and unquoted small and medium-sized enterprises (SMEs).
We manage five distinctive, but complementary funds, including income and growth-focussed Open-Ended Investment Companies (OEICs) and Investment Trusts. And, whilst they all have differing aims, they all benefit from the vast experience that our team has in small and mid-cap stocks.
A Europe ex UK equity fund managed within the Investment Association guidelines for its sector. It invests solely in the equity securities of companies listed in Europe, but outside of the UK, across the size spectrum down to a minimum market capitalisation of €50m. The aim is to deliver capital growth to investors over the longer term and achieve this by buying companies with strong cash flow characteristics that the managers believe are being undervalued by the market. The fund is managed by Dale Robertson and Gareth Rudd.
An industry appraised fund investing in predominantly mid-cap companies and producing a yield of 4%. Aims to deliver a high and growing quarterly dividend, and the prospect of good long-term capital growth.
A new UK small and mid-cap fund investing in highly cash generative companies with a strong market position that are expected to grow faster than UK GDP. Aims to deliver progressive long-term capital growth with no income.
A highly specialised fund investing in very small, growing companies, capitalised at less than £50m. Think of this as our ‘nursery’. Aims to deliver progressive long-term capital growth with no income
An exclusive investor club for discerning high net worth private investors looking to build or add to their private equity investment portfolios. The club offers members a simple and discrete route to investing directly into robust, private UK SMEs with an Enterprise Value of £0.5m-£5m, alongside other like-minded and sophisticated investors.
An investment trust investing principally in small-cap companies capitalised at less than £500m and offering a yield of 4%. Like PFS Chelverton UK Equity Income Fund, this fund aims to deliver a high and growing quarterly dividend, and the prospect of good long-term capital growth. However, the closed end nature of an investment trust allows us to invest much lower down the market cap range.
A tailor-made investment service dedicated to Family Offices and other select investors who demand only the very best. With extensive experience of building entire private equity portfolios, carefully crafted from the ground up to precisely meet our clients’ needs, we offer an exclusive route to investing directly into robust, private UK SMEs with an Enterprise Value of £5m-£15m.
A refreshingly uncomplicated way for business owners to access SME funding. We recognise the traditional values of a sound business proposition, a track record of consistent performance and an ambition for long term growth. If your business can demonstrate these characteristics, and you require investment of up to £3m, we’re here to help you.