Rob Marshall-Lee’s Cusana Capital enters distribution partnership with Spring Capital
Distribution agreement will see Spring Capital attempt to grow Cusana’s emerging markets offering in the UK and Europe
Chelverton Asset Management
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Chelverton hires Julie Dean to manage new UK equities fund
Dean rejoins the industry following Sanditon windup in 2019
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What lies ahead? The outlook remains uncertain
Energy, tech, ESG regulation and healthcare are some of the areas touched on by industry experts in March
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The Investment Company tries to avoid wind-up with Chelverton appointment
The 155-year-old trust’s investment policy is in line for a considerable shake up
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What lies ahead: Time to keep calm and carry on?
M&A, China, bonds and green investments are some of the areas touched on by industry experts in February
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Torrid 2022 has created ‘a good entry point’ for European small caps
After being out of favour for roughly a decade, excitement is starting to build
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David Taylor: We stand out from large cap-focused crowd
But aversion to FTSE 100 names means the Chelverton UK Equity Income Fund has taken a bruising of late
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UK small caps ripe for recovery
Though, with a recession looming, an entry point will be tough to pinpoint
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Chelverton sets up firm dedicated to investing in unquoteds
Asset manager will focus on its core investment funds business after spinning off its private capital interests
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Rising rates bolster European small caps
‘Indescriminate sell-off provides opportunity to buy into some high-quality growth companies at cheaper valuations than six months ago’
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Chelverton adds assistant manager to UK Equity Growth fund
‘Forms part of our longer-term plan to invest in the next generation of fund managers’
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Chelverton European Select assets spike on hitting three-year milestone
Fund has benefitted from small cap exposure rather than widespread ownership of traditional value