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Chelverton

  • MI Chelverton UK Equity Growth Fund
  • MI Chelverton UK Equity Income Fund
  • MI Chelverton European Select Fund
  • Chelverton Select Consumer Staples Fund
  • MI Chelverton UK Opportunities Fund
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    Spring Capital Partners Limited is an appointed representative of the principal firm, Robert Quinn Advisory LLP (FRN: 548030). Spring Capital Partners GmbH and Spring Capital Partners AB are tied agents of ACOLIN Europe AG which is regulated by Bafin in Germany (BaFin-ID: 10135649). Read full disclaimer

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    Chelverton’s distinct teams of specialists each have a specific area of focus, with a strong bias towards investing in small and mid cap companies.


    Founded in 1998

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    Strategies

    Consumer Staples

    The Chelverton Consumer Staples strategy invests in companies selling products commonly known as Fast Moving Consumer Goods ('FMCG'). These businesses tend to be asset-light, with strong & enduring brands and very attractive micro-economics. They are also characterised by a steadier earnings profile, particularly during times of economic stress.

    Managed by two consumer staples specialists, the strategy offers a potentially lower risk way of investing in equities, still achieving an attractive total return in the long-term.

    Availability
    • Chelverton Select Consumer Staples Fund
    Separately managed account

    European Select

    Investing in Continental European listed companies, this strategy aims to generate capital growth by identifying companies, across the market capitalization spectrum, that exhibit higher free cashflow yields and faster sales growth compared to the market average.

    It is managed by a team of two experienced fund managers based in Edinburgh.

    Availability
    • MI Chelverton European Select Fund
    Separately managed account

    Global Tech

    Global Technology fund, designed to capture the significant growth potential of the sector through a high conviction portfolio of equities.

    The investment strategy emphasises the financial productivity of these businesses and their ability to sustain this over extended periods, given their competitive advantages. This approach focuses on cash flows and return on invested capital, evaluating the businesses' capacity to reinvest and compound these returns over time.

    Availability
    Separately managed account

    UK Equity Growth

    Aiming to capture the long-term outperformance potential of smaller UK-listed companies, this strategy invests in cash-generating companies capable of self-funding their growth, combined with an active approach to portfolio positioning.

    The team consists of three fund managers, led by James Baker, who brings over 40 years of experience working with UK small and mid-cap companies.

    Availability
    • MI Chelverton UK Equity Growth Fund
    Separately managed account

    UK Equity Income

    Focused on achieving both high income and capital growth by investing in UK small and mid-cap companies, the strategy combines the disciplines of equity income investing with the pricing inefficiencies typically found in smaller companies.

    It is managed by a team of three fund managers, two of whom have over 30 years of experience investing in UK small and mid-cap companies.

    Availability
    • MI Chelverton UK Equity Income Fund
    Separately managed account

    UK Opportunities

    A UK equity strategy that aims to achieve above-market returns with below-average volatility. The managers employ a dynamic approach, combining top-down economic analysis and bottom-up stock selection. They adjust the portfolio based on anticipated business cycle turning points, with no permanent size, sector, or style bias.

    The strategy is managed by the experienced Julie Dean and Henry Botting.

    Availability
    • MI Chelverton UK Opportunities Fund
    Separately managed account

    About Chelverton

    Chelverton is an employee-owned boutique asset management firm with offices in London, Bath and Edinburgh. Their select range of active equity strategies are overseen by dedicated teams of specialised fund managers, focused on delivering exceptional long-term returns for their investors. When Chelverton was established in 1998, their initial focus was on UK small and mid-cap equities. Over time, they have expanded their offering to include a Europe ex-UK small and mid-cap fund, as well as two global sector strategies: Global Technology and Consumer Staples.

    • Independent, employee owned asset manager with offices in Bath, Edinburgh and London
    • Investment trust focused on small and midcap companies launched in 1999
    • Experienced teams of portfolio managers
    • Assets under management in excess of £1.1bn (as at 31st January 2025)

    Committed to ESG

    Chelverton are committed to responsible investing. The managers systematically incorporate ESG issues within investment decision-making and undertake structured ESG engagement with committed holdings, monitoring outcomes against objectives.

    A dedicated ESG Team work alongside the managers offering specialist E, S and G pillar analysis. The ESG Team manage an annual Engagement Plan including proprietary ESG data collection, and manage a shared ESG information system. They also manage the shareholder voting process, offering specialist advice and support to managers. The aim is to protect and enhance investment value for clients.

    By combining Chelverton’s approach to capital allocation with an Engagement Plan designed to support improvements in company ESG management and reporting, the managers aim to enhance the superior investment returns that are available in their under-researched market segment.

    As a majority employee-owned business with a flat management structure and small team approach, Chelverton’s culture ensures that their investment structures, ESG resources, and risk control measures, support responsible investing:

    • ESG integration and active stewardship lie at the heart of the approach.
    • Chelverton devote significant resources to ESG analysis and active stewardship, as important elements of long-term investing success
    • Chelverton believe the approach improves the understanding of company investment dynamics, helps control evolving portfolio risk, and can add value through enhancing the prospects of companies targeted for engagement.

    Chelverton are signatories to the UK Stewardship Code, the United Nations-backed Principles of Responsible Investing (PRI), and the Carbon Disclosure Project (CDP).

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    Call us on

    +44 (0)20 3307 8086
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    Legal InformationContact Us

    Spring Capital Partners Limited is an appointed representative of the principal firm, Robert Quinn Advisory LLP (FRN: 548030). Spring Capital Partners GmbH is a tied agent of Allington Investment Advisors GmbH which is regulated by Bafin in Germany (Bafin-ID: 10158575) and Spring Capital Partners AB is a tied agent of ACOLIN Europe AG which is regulated by Bafin in Germany (BaFin-ID: 10135649). Read full disclaimer

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