At Chawton Global Investors we see investing as a lifelong endeavour. We are conservative and we are business analysts not stock market traders. Our investment philosophy builds on the lessons and tenets of two of the greatest investors from history, Ben Graham and Warren Buffett. We seek like-minded investors so that our interests are aligned.
We are patient investors taking a long-term view but disciplined allocators of our shareholders' capital. We deploy first principles, business analysis and our partners are investors.
We manage the YFS Chawton Global Equity Income Fund, designed to deliver capital growth, a meaningful income stream, and growth in this income over the long term.
We invest in high-quality companies that, on average, achieve high returns on capital invested through their business lifecycle.
Assessed through a lifecycle lens. We invest where there is a material margin of safety to reduce the risk of capital loss.
We invest where there is potential to drive future shareholder returns through allocating capital based on lifecycle positioning.
We ensure businesses are sustainable over the long term through low leverage and high cultural integrity.
We invest where there is an alignment of interests and we act as an owner.
Managing Partner
Portfolio Manager
Michael has nearly three decades of investment experience, having held senior roles at some of the most respected firms in asset management. His career has spanned global equity investing, wealth stewardship, and strategic financial oversight, culminating in the founding of Chawton. With a background in both science and finance, Michael brings a rigorous, analytical approach to investment. He holds an MBA and combines deep technical expertise with a passion for long-term, sustainable wealth creation. Michael is also a partner at Castebay Investment Partners LLP.
Research Analyst
Junik began his career in law, in Rome and Tirana, before transitioning into business and investment. His analytical approach and strategic mindset led him to further his expertise with an MSc in Law & Business Management from the University of Law in Guildford. Now part of Chawton, Junik applies his legal and business acumen to investment strategy, governance, and long-term value creation. His multidisciplinary background enables him to assess risk, uncover opportunities, and contribute to a framework that prioritizes sustainability, alignment, and thoughtful decision-making.
Portfolio Manager
David has almost thirty years experience of investing in both UK and international equities. During his early years as a fund manager, David developed his investment philosophy – focusing on owning high-quality businesses for the long term. He attributes this to Warren Buffett's partner, Charlie Munger, who steered Buffett away from 'cigar-butt' investing to focus on great companies at reasonable prices. David co-founded Castlebay regarding this as an excellent opportunity to put his quality-value approach into practice.
Business Development
David has devoted his career to wealth management and has many years of experience at some of the most pre-eminent names in the industry. He has always been very interested in entrepreneurship and developed relationships and friendships with people who started their own businesses. A seed was planted and before long the genesis of Castlebay was planted. At its heart was a desire to be in partnership and invest alongside investors for the long term. A simple but effective alignment of best interests, which is all too lacking in our industry.
Partner
Business Support & Finance
Kanthini has held senior operational and financial roles at leading global organizations, overseeing complex business functions and driving strategic efficiencies. Her career spans finance, audit, and corporate operations, with a track record of optimizing processes, managing risk, and enhancing business performance. With a degree in Economics and an MBA from City University Business School, Kanthini is a dual-qualified accountant and a member of both the Chartered Association of Certified Accountants and the Chartered Institute of Management Accountants.
Strategic Adviser
Andrew has 35 years of experience spanning fund management, institutional stockbroking, capital markets, and family office advisory. A trusted partner to investors, he has built and led performance-focused client relationships at leading global firms Throughout his career he has played a pivotal role in developing investment strategies that align with long-term value creation and financial sustainability. An Economics graduate and published author, Andrew brings deep market insight, strategic vision, and a commitment to disciplined, high-quality investing.
The Old Bank, 4 Bank Terrace, Gomshall Lane, Shere, GU5 9HL.
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