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Channing Global Advisors, LLC

CIK:0001901222
Investment Adviser
$844M AUM
47 holdings
Miami, FL, United States
Founded:2022
7 employees
Latest filing:Jun 30, 2025

Channing Global Advisors, LLC is an investment management firm headquartered in Miami, Florida, United States. Founded in 2022, the firm specializes in international and emerging markets equity strategies and serves institutional investors and other clients seeking exposure to global and emerging market equities. With 7 employees, the firm is focused on delivering visionary leadership and investment solutions centered around high-quality, growing businesses in both developed and developing markets.

Investment Strategy

Channing Global Advisors, LLC applies a fundamental, bottom-up investment approach focused on identifying high-quality businesses that trade at a discount to intrinsic value. They invest in a range of equity strategies across international, developed, and emerging markets, using a combination of concentrated value and thematic growth approaches. Their strategies typically emphasize relatively small portfolios of 50 to 100 companies with a focus on quality, growth, and attractive valuations, aiming to manage risk and capture opportunities throughout non-U.S. markets.

Top Buys
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$2.5M
S
SGOLABRDN GOLD ETF TRUST
+$2.4M
U
UBSUBS GROUP AG
+$2.4M
C
CPCANADIAN PACIFIC KANSAS CITY
+$1.6M
M
METAMETA PLATFORMS INC
+$1.2M
Top Sells
E
ELVANTHEM INC
-$2.8M
I
IFFINTERNATIONAL FLAVORS&FRAGRA
-$1.8M
A
AAPLAPPLE INC
-$816.1K
V
VVISA INC
-$783.2K
B
BRK-BBERKSHIRE HATHAWAY INC
-$731.1K

Top Holdings

U
UBSUBS GROUP AG
+16.1%$25.0M
C
CPCANADIAN PACIFIC KANSAS CITY
+9.5%$14.6M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+6.8%$10.5M
A
AMZNAMAZON.COM INC
+6.7%$10.4M
M
METAMETA PLATFORMS INC
+6.2%$9.6M

Equity Positions (47)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
U
UBS
UBS GROUP AG16.15%$25.0M741,861$22.80$33.82+$2.4M
C
CP
CANADIAN PACIFIC KANSAS CITY9.45%$14.6M184,748$76.26$79.27+$1.6M
T
TSM
TAIWAN SEMICONDUCTOR MFG LTD6.80%$10.5M46,523$122.63$226.49+$2.5M
A
AMZN
AMAZON.COM INC6.69%$10.4M47,253$166.64$219.39+$294.3K
M
META
META PLATFORMS INC6.21%$9.6M13,031$402.91$738.09+$1.2M

Industry Allocation

NATIONAL COMMERCIAL BANKS
+17.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+17.5%
SEMICONDUCTORS & RELATED DEVICES
+10.0%
RAILROADS, LINE-HAUL OPERATING
+9.5%
SERVICES-BUSINESS SERVICES, NEC
+9.1%