【Chadsel LLC – 佳所資產】【韋慶全球價值基金 Weiching Global Value Fund】【Weismen Inc- 智者投顧】
2024 Jul 1 – Fund【Weiching Global Value Fund】2024 first half year return was closed at +82.91%.
2024 Jan 1 – Fund【Weiching Global Value Fund】closed the full year of 2023 with a performance of +20.00%. Although it did not outperform the S&P 500, there is hope for better results this year. Keep up the good work!
2023 Jul 1 – Fund【Weiching Global Value Fund】2023 first half year return was closed at +16.03%.
2023 Jan 6 – Fund Manager【Chadsel LLC】2022 Financial Statements has been completed. If prospective investors are interested, please reach out to our investor service.
2023 Jan 1 – Fund【Weiching Global Value Fund】2021 return was closed at -23.13%. This is the worst year since fund inception 7 years ago. We neither beat S&P 500. Our two portfolio managers take the hard lesson. Wish the best 2023.
2022 Jul 1 – Fund【Weiching Global Value Fund】2022 first half year return was closed at -21.82%.
2022 Jan 4 – Fund Manager【Chadsel LLC】2021 Financial Statements has been completed by KCH &CO, P.C. Tax Accounting Advisory. If prospective investors are interested, please reach out to our investor service.
2022 Jan 1 – Fund【Weiching Global Value Fund】2021 return was closed at +14.00%. Covid-19 Pandemic is still spreading during 2021 year. For this performance result, we are not satisfied but admitted it. We will do our best this year in 2022!
2021 Jul 1 – Fund【Weiching Global Value Fund】2021 first half year return was closed at -3.33%.
2021 Jan 15 – Fund Manager【Chadsel LLC】was moved to new address – 142 West 57th Street, 11th FL, New York, NY 10019.
2021 Jan 13 – Fund Manager【Chadsel LLC】2020 Financial Statements has been completed by KCH &CO, P.C. Tax Accounting Advisory. If prospective investors are interested, please reach out to our investor service.
2021 Jan 1 – Fund【Weiching Global Value Fund】2020 return was closed at +86.83%. In this Covid-19 Pandemic 2020 year, we have obtained our best result for our investors since establishment. Wish all the best!
2020 Jul 1 – Fund【Weiching Global Value Fund】2020 first half year return was closed at +19.57%.
2020 Jan 9 – Fund Manager【Chadsel LLC】2019 Financial Statements has been completed by KCH &CO, P.C. Tax Accounting Advisory. If prospective investors are interested, please reach out to our investor service.
2020 Jan 1 – Fund【Weiching Global Value Fund】2019 return was closed at +1.11%.
2019 Mar 20 – Fund Manager【Chadsel LLC】SEC Form ADV Registration has been renewed, CRD 296857.
2019 Jan 11 – Fund Manager【Chadsel LLC】opens a California branch – 201 N. Brand Blvd. Suite 200, Glendale, CA 91203.
2019 Jan 7 – Fund Manager【Chadsel LLC】2018 Financial Statements has been completed by KCH &CO, P.C. Tax Accounting Advisory. If prospective investors are interested, please reach out to our investor service.
2019 Jan 1 – Fund【Weiching Global Value Fund】2018 return was closed at +3.68%, when S&P 500 was down -6.59% respectively.
2018 Nov 21 – Fund Manager【Chadsel LLC】SEC Form ADV Registration, CRD 296857.
2018 May 18 – Fund【Weiching Global Value Fund】SEC Form D Registration, CIK 0001741014.
2018 Mar 1 – Fund Manager【Chadsel LLC】was moved to new address – 57 West 57th Street, 4th FL, New York, NY 10019.
2017 Dec 31 – Fund【Weiching Global Value Fund】2017 year end IRR closed at 42.11%(before fees),2017 audit is in process.