Investment

At Chartwell Capital, the spirit of investment stewardship guides every decision we undertake. Through our independent research and rigorous fundamental analysis, our expertise spans hedge funds, fixed income, listed equity, and private equity selection. In addition, we manage a range of equity funds and tailored portfolios designed to meet the unique goals of our partners. Guided by a disciplined approach to risk management, we aim to deliver sustainable, risk-adjusted, above-market returns that endure across market cycles.

Our flagship Chartwell Asia Engagement Fund adopts a “barbell” strategy, blending companies with growth potential and stable income streams (currently closed to new subscriptions). The Chartwell Asia Pacific Income Fund focuses on dividend-paying companies to provide consistent payouts and capital preservation. We also offer exclusive co-investment opportunities, where we work closely with company leaders and stakeholders to create value that extends beyond financial returns, fostering meaningful economic and societal impact.