Our investment strategy is built in, and for, China’s Greater Bay Area and the Asia-Pacific region, where we make multi-year investments in high-quality businesses. We opt for asymmetric return profiles with strong downside protection and favorable upside potential. We find such opportunities using a two-pronged investment approach that recognizes the value of both growth and income-oriented companies. Although we are market capitalization-agnostic, we favor family-controlled, small- to mid-capitalization companies.
In addition to passing our rigorous fundamental analysis and due diligence process, each potential portfolio company must present opportunities for Chartwell to engage with, amplify, and accelerate shareholder and stakeholder value.
In our experience, great ideas can come from anywhere and anyone. Every member of the Chartwell team, from operational staff to the Chief Investment Officer, adopts an engagement mindset. As such, our culture is one of collaboration and partnership.
Engagement is at the heart of what Chartwell does and is a key factor that differentiates us from others. We define engagement as fostering the right relationships and achieving long-term positive collaborations through deep regional knowledge and experience. We view engagement from four angles: