Portfolio Management
Portfolio Management
Investment Philosophy
At Chartis Asset Management, we adhere to the belief that markets are semi-efficient and inherently cyclical, while market participants often display behavioural biases. This results in asset value mispricing, creating opportunities for above-average returns. Our investment philosophy is rooted in fundamental analysis and value investing, aiming to capitalize on these inefficiencies to deliver sustainable returns above chosen benchmarks for our investors.
We are value investors.
We invest in businesses that are priced below our estimate of intrinsic value. We use fundamental analysis to understand the businesses we invest in, their key drivers, prospects, competitive environment and market expectation. Our investment style combines a top-down and a bottom-up investment approach. We are active managers that allocate capital across the capital structure on a risk adjusted expected return basis while monitoring and managing opportunity cost.
Key Investment Factors
Price
Evaluating what we pay versus what we get.
Growth
Focusing on growth in per-share value.
Management
Efficient allocators of capital with a good track record.
We manage assets across the capital structure, and are asset class agnostic, but risk-adjusted return theists. We therefore allocate capital to the asset class or security where we find more, and better investment opportunities on a risk adjusted basis.
Our disciplined approach, grounded in fundamental analysis and active management, allows us to navigate market cycles effectively and deliver consistent, superior returns for our investors.