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Commentary

Quarterly Letter - Q1, 2022

Quarterly Letter - Q1, 2022

We are approaching the third anniversary of the launch of the Chawton Global Equity Income Fund. It has been an eventful period with plenty thrown at us. However, the fund and the firm have proved resilient in these testing conditions.

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Key performance indicators for fund managers

Key performance indicators for fund managers

One of the greatest problems facing equity fund managers is convincing investors that business fundamentals are far less volatile than share prices and, at the same time, providing comfort that their manager is invested in the right companies.

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