The website does not constitute a distribution, an offer or solicitation of an offer to buy or sell any interest in any securities or other investment product managed or arranged by Chartwell Capital Limited (H.K.) or any of its affiliates. The information contained herein is current as at the date of publication and is subject to change without any notice. No representation or warranty, expressed or implied, is made to the accuracy, completeness or thoroughness of the contents, and no liability whatsoever is accepted by Chartwell Capital Limited (H.K.) or any of its affiliates. The material contained herein may not be reproduced, distributed or published without the prior consent of Chartwell Capital Limited (H.K.). If you are in any doubt about any of the information contained herein you should consult your own investment advisor, lawyer, accountant or other professional advisers.
By clicking proceed, I declare that I reside outside Hong Kong or at a location in Hong Kong but am a professional investor.
About Us
Our Story
Our Strategy
Our Approach

Our Approach

Our investment process is underpinned by four key concepts: Repeatable, Expandable, Sustainable and Transferable. As a result, our process is scalable, and produces consistent and high quality outcomes.

Firstly, as our process is repeatable, it can be applied broadly to most of our coverage universe. Being repeatable, it can be applied to many stock and avoids inefficient and frequent ad hoc analyses.

Secondly, its expandability makes it flexible enough to incorporate appropriate local adjustments in areas. As we set up offices around the region, we can ensure that the same investment process is applied.

Thirdly, our investment valuation modules enable us to analyze securities under different market conditions; our portfolio analytics enable us to evaluate securities under different portfolio construction scenarios. These tools ensure that our investment process remains sustainable in the long term.

Lastly, our process is transferable. Our checklist research procedure and reporting system encourage interactions among analysts and portfolio managers – an ongoing dialogue that allows our knowledge and experience to be easily transferred to new team members.

Copyright© Chartwell Capital Limited.
All rights reserved.