Managed Accounts

We manage discretionary tailor-made portfolios for clients. Assets are held beneficially in the client’s own name with the client's choice of international bank and booked in the client's preferred jurisdiction. We provide investment management services to the client under a limited power of attorney.

Clients with managed accounts benefit from our investment ideas and strategies, company research and proprietary tools. Managed accounts typically have flexible global mandates with a distinct emphasis on Asia, consistent with our investment strategy and philosophy. Mandates can be tailored to fit a particular client’s requirements.

Managed accounts are available to institutions, family offices and high net worth individuals who qualify as Professional Investors under Hong Kong law, subject to a minimum level of assets under management of US$25 million.

Managed Accounts

Please contact us to receive further information

DISCLAIMER:
You should carefully consider all investment objectives, risks, charges and expenses before making an investment decision. Investing in international markets involves risks such as social/political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Nothing in this website shall be considered or construed on the part of CLC or any of its directors or employees as advertisement or an offer, solicitation or recommendation to acquire or dispose of any investment or to engage in any transaction. The contents of this website are for information only and should not be construed as constituting investment advice or used as a basis for making any specific investment or commercial decisions. This website does not have any regard to the investment objectives, financial situation and particular needs of any specific person. You should at all times seek advice from an independent financial adviser and obtain independent verification of the information or data. contained herein before making any decision based on such information or data.

Charles-Lim Capital is an Asia-based fund manager providing investment management services to institutions, family offices and high net worth individuals. We invest globally with an emphasis on listed equities in Asia, and employ a value investing philosophy, combined with a quality discipline and deep understanding of long-term economic and industry drivers. Our objective is to achieve superior absolute returns over the long-term. To us, the best fund manager in Asia and the best value investor in Asia over the long-term, should not only achieve superior returns, but also offer the highest level of investment management excellence and integrity. As a Hong Kong based fund manager with unique strategic insights in Asia and a value investor approach, we seek out the best listed equity opportunities in emerging Asia, and invest globally for maximum opportunity set. We manage funds for institutions, family offices and high net worth individuals through Wealth Funds and Managed Accounts. Wealth Funds: high conviction, long-term funds focused on listed equities; value investing philosophy; investing in Asia and globally; generally unleveraged with co-investment. Managed Accounts: tailored portfolios; held in client's own name; global capability with focus on value investing in Asia.