Chelverton Asset Management Limited
- Private Equity
Since being established in 1998, Chelverton has focused on businesses in lower risk sectors with higher value added elements. Our typical investments are either in;Undervalued, traditional / easy to understand businesses in niche markets, with strong defensible positions and consistently cash-generative, or Earlier stage companies, but where business models are already established and development capital will help support an acceleration of a demonstrable growth profile, and where there's a clear path to cash generation.
We de-risk investment structures, through vendors being required to remain at risk for a significant percentage of the initial consideration, whilst management are appropriately equity incentivised, ensuring alignment of interest for all stakeholders.
Post investment, we take a position on the investee company's board, updating investors regularly on progress and working closely with management teams to improve the business and protect and grow shareholder value.
All investments are targeted to achieve a minimum internal rate of return of between 25-35%, depending on the risk profile and, where possible, are structured to benefit from appropriate tax reliefs. Our listed Chelverton Growth Trust PLC, with a blended portfolio of quoted and unquoted assets, is a relevant proxy for anticipated performance of the Investor Club, and has returned 3.55x over the past 5 years, and an IRR of 37%pa.
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