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Our Five Investment Criteria

Chawton Global Investors has derived five investment criteria that frame its investment philosophy.  These are:

  1. Capital invested is generating returns on capital above the cost of capital.

  2. Business strongly positioned in its market context and this is sustainable.

  3. Enduring company culture reflecting integrity and ethical values evident in approach to environmental and social concerns.

  4. Management allocate capital effectively to deliver value per share growth, dividend per share growth and avoid negative environmental and social impact.

  5. Rational Valuation relative to long term potential.

These criteria can be applied to all potential investee companies; small or large in any country in the world.