Charles-lim Capital LTD
Charles-Lim Capital Limited is an independent investment management firm headquartered in Hong Kong, founded in 2010, providing long-term capital management for endowments, foundations, pension funds, global institutions, family offices, and high net worth individuals. The firm specializes in global equities with a focus on technology, financial services, consumer, and healthcare sectors, and manages assets primarily for institutional and accredited investors. The employee count is not publicly disclosed but industry sources describe them as a boutique operation in Asia serving sophisticated investors.
Investment Strategy
Charles-Lim Capital Limited employs a long-term, fundamentally-driven, global investment strategy. The firm focuses on high-quality businesses with strong economic and industry drivers, emphasizing a blend of quality and value investing, and concentrates capital in its highest conviction ideas. CLC seeks to act as business owners, partnering strategically with investee companies, and prioritizes deep fundamental research and original insights to identify unique opportunities for intelligent compounding of capital. The approach is independent, research-intensive, and oriented toward building durable, long-term value across global markets, especially in technology, finance, consumer, and healthcare.
Top Holdings
Equity Positions (7)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HDB | HDFC Bank Ltd | 28.66% | $115.0M | 1,500,000 | $58.05 | $76.67 | -$1.3M |
S SE | Sea Limited | 25.91% | $104.0M | 650,000 | $79.42 | $159.94 | -$431.0K |
E EL | Estee Lauder Cos Inc | 11.76% | $47.2M | 584,094 | $81.00 | $80.80 | +$37.3M |
T TSM | Taiwan Semiconductor Manufacturing Co Ltd | 11.29% | $45.3M | 200,000 | $226.49 | $226.49 | +$45.3M |
I IBN | ICICI Bank Ltd | 10.48% | $42.0M | 1,250,000 | $30.55 | $33.64 | -$1.3M |