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Commentary

Quarterly Letter - Q1, 2023

Quarterly Letter - Q1, 2023

The Chawton Global Equity Income Fund (the Fund) has performed well since its inception almost four years ago. The GBP B Class Acc. is cumulatively up 37.7% measured to the end of March 2023. This has risen to 40.4% by the end of April which puts the fund in the first quartile of the IA Global Equity Income sector.

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Quarterly Letter - Q4, 2022

Quarterly Letter - Q4, 2022

Before I go into the details of the progress made by the fund investments during the last quarter of 2022, I wanted to summarise what makes our investment approach unique.

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