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Leonard Charlton

Leonard Charlton

About Leonard Charlton

Leonard Charlton joined Dalton Strategic Partnership in 2006 where he has run the Melchior Selected Trust European Absolute Return Fund since February 2010. His strategy on the fund involves a combination of fundamental stock selection with an active trading overlay in both the long and the short portfolio. Leonard runs institutional mandates and invests in his own strategies. He is based in London and studied management science at the University of Manchester Institute of Science and Technology (UMIST).

Invests in own strategies

Runs institutional money

Are you Leonard Charlton?

Citywire Rating: Not Rated

2012

  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013

Performance

Alternative UCITS - Long/Short Equity
over : 31/10/2013 - 31/10/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 5.3% 2.4% -0.2% 2.4% 0.7%
2013 -3.6% 0.3% -3.1% -1.8% 1.0%
2012 -5.2% -2.9% -0.8% 0.9% -2.4%
2011 5.7% -0.4% 2.6% 2.4% 1.1%
2010 10.8% 0.7% 0.9% 4.1% 4.7%

Related News

Dalton launches enhanced European equity long/short equity fund

The boutique has soft-launched a leveraged version of its flagship European equity long/short fund managed by Leonard Charlton.

Profile: Magnus Spence - there are conflicts of interest everywhere you look

Dalton's Spence on the NCI's plans, conflicts of interest and European regulation.

Dalton hires ex-GLG manager for Charlton's European equity team

Leonard Charlton's Melchior European equities team has been boosted by the hire of Mark Greenhoff, who will assist on the firm's struggling European Absolute Return fund.

Charlton's Melchior fund boosted by new hire

Eleanor Lee has joined the team working on Leonard Charlton's Melchior European and Melchior Selected Trust European Absolute Return funds.

Absolutely fab Dalton sees full-year profit double

The asset manager's popular absolute return strategies helped the boutique double profit to £5.2 million last year.

Dalton Strategic revamps ownership structure

Senior executives of Dalton Strategic Partnership will control 51.5% of the equity of the firm, while the Dalton Family will continue to retain a quarter of the firm’s equity.

Dalton's Charlton: Greek crisis risks run on eurozone banks

As stress in the eurozone mounts, Greece is now risking a run on its banks, followed by banks in other peripheral eurozone nations, says Dalton Strategic European fund head Leonard Charlton.

Dalton launches Indian absolute return fund targeting 12%-18% a year

Dalton Strategic Partnership is launching the MST Indian Absolute Return fund in September, as a sub-fund of its Melchior Selected Trust Luxembourg Sicav.

Dalton hard-closes $600m European Absolute Return fund

Dalton Strategic Partnership has hard-closed its Melchior Selected Trust European Absolute Return fund managed by Leonard Charlton, after hitting $600 million in assets.

Melchior soft closes £305m Europe absolute return fund

The boutique has soft closed Leonard Charlton's Melchior Selected Trust EU after it pulled in $500 million (£305 million) a little more than a year after its launch.  

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.