There is more to investing than just numbers

When ChapmanCraig was established in 1995, we wanted to bring to Hong Kong and South East Asian region a level of investment knowledge and personal service not being experienced by local investors. We take investing to a personal level by working closely with clients to assess their financial situation and wealth planning objectives.

 

Client accounts are compromised primarily of segregated portfolios of publicly listed securities but may include in-house pooled funds when appropriate. Each portfolio is part of a wealth management plan that focuses on long-term capital appreciation and the income needs of that individual, family or enterprise.

 

We collaborate with your outside advisors to provide seamless execution on matters such as trust administration, pension plans, cash movements and borrowing arrangements.

Segregated Account

  • Diversified, tailored portfolios of global equities and bonds, aligned with your goals and risk profile.
  • Focus on large/mid cap companies with strong cash flow and dividend growth in a globally diversified portfolio
  • Conservative management: Emphasis on large/mid cap equities and investment-grade bonds; no leverage or structured products.
  • Attractive yields: Typical income yield of 2.6%–3%.
  • Liquidity: Full portfolio liquidation in under five trading days, with no valuation or notice periods.
  • Managed by Letko, Brosseau & Associates (US$14B AUM), with a 29-year average annual equity return of 10.9% (before fees).
  • Secure and transparent: Assets held in segregated accounts at a leading custodian bank.

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Pooled Fund Account

  • Global equities portfolio targeting above-average long-term returns with disciplined risk management.
  • 60 high-conviction stocks across developed and emerging markets, blending growth and stability.
  • Research-driven: Focuses on companies with strong fundamentals, competitive advantages, and sustainable growth.
  • Dual benefits: Aims for capital appreciation and income generation through dividends.
  • Diversified by design: Spreads risk across regions, industries, and companies to reduce volatility and enhance stability.
  • Liquidity and transparency: Easily accessible and managed with full visibility into holdings and performance.

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Disclaimer

Our website is intended to disseminate general information regarding our investment advisory services to only those residing in places where providing such information is not prohibited by applicable law.

For clarity, the publication of our website should not be construed as a solicitation to provide investment advice to persons that are resident in the United States.

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