CHARLEMAGNE CAPITAL Overview
Charlemagne Capital Ltd is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 65 employees, of which 30 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 03/31/17. The fund's latest filing disclosed 213MM in positions, representing 10% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/17. The fund's latest filing disclosed 213MM in positions, representing 10% of the manager's regulatory AUM.
CHARLEMAGNE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CHARLEMAGNE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
CHARLEMAGNE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James Mellon | Non Executive Director Of Charlemagne Capital Limited And Charlemagne Capital (Iom) Limited | August-1997 |
| Alexander A. Whamond | Non Executive Director Of Charlemagne Capital (Iom) Limited | February-2003 |
| Philip B. Games | Non Executive Director Of Charlemagne Capital (Iom) Limited | July-2000 |
| Jane D. Mcandry | Director/Group Company Secretary/Chief Compliance Officer | July-2007 |
| Adrian L. Jones | Executive Director Of Cciom And Ccl And Director - Operations | October-2008 |
| Huw L. Jones | Executive Director Of Cciom And Ccl, Group'S Fnance Director | June-2010 |
CHARLEMAGNE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
CHARLEMAGNE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
CCIOM manages client assets using a bottom-up stockpicking process that relies on intensive, on-the- ground qualitative research and disciplined, price-focused financial modelling. This investment process draws heavily upon the experience and expertise of the Group’s portfolio advisers and analysts within CCUK.
CCIOM manages only emerging market assets using a variety of investment strategies designed to meet the needs of its clients. Most strategies are equity-based, though there may be some exposure to property and bonds. Equity strategies include a range of UCITS compliant long-only mutual funds as well as a long/short hedge fund. CCIOM also manages pooled and segregated accounts for institutional clients. Strategies may be global, regional or country-specific. In addition, CCIOM manages a number of closed-end property vehicles and has the experience and ability to construct special purpose veh...
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CCIOM manages client assets using a bottom-up stockpicking process that relies on intensive, on-the- ground qualitative research and disciplined, price-focused financial modelling. This investment process draws heavily upon the experience and expertise of the Group’s portfolio advisers and analysts within CCUK.
CCIOM manages only emerging market assets using a variety of investment strategies designed to meet the needs of its clients. Most strategies are equity-based, though there may be some exposure to property and bonds. Equity strategies include a range of UCITS compliant long-only mutual funds as well as a long/short hedge fund. CCIOM also manages pooled and segregated accounts for institutional clients. Strategies may be global, regional or country-specific. In addition, CCIOM manages a number of closed-end property vehicles and has the experience and ability to construct special purpose veh...
Get the Full Report
CHARLEMAGNE CAPITAL Portfolio Concentration
CHARLEMAGNE CAPITAL Location
ST MARY'S COURT
20 HILL STREET
DOUGLAS, ISLE OF MAN, IM1 1EU
20 HILL STREET
DOUGLAS, ISLE OF MAN, IM1 1EU
CHARLEMAGNE CAPITAL Contact Information
Phone Number: 44 1624 640200
Fax Number: 44 1624 614474
Website: null
Fax Number: 44 1624 614474
Website: null
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