About Chapman

Chapman Investment Management, LLC is a registered investment advisory firm that provides professional portfolio management for individually-managed taxable and retirement accounts. Scott Chapman, CFA, has over 25 years of experience successfully managing portfolios in bull and bear markets with a long-only strategy.

Our goal is to provide financial peace of mind for our clients by delivering superior investment performance and exceptional personalized client service. We plan to preserve and grow capital by applying a proven, time-tested investment process that identifies high-quality businesses with sustainable competitive advantages led by shareholder-oriented management teams, and investing when the stock prices are priced below intrinsic value. We achieve superior client service by understanding investment objectives, maintaining regular communication, and being responsive to changing investment needs.

How Chapman Investment Management, LLC is different from other investment management firms:

  • Designed and successfully implemented an investment process that has been consistently applied for over 20 years with superior performance and less risk
  • Focuses on business fundamentals, cash flow, and intrinsic value (not macro headlines)
  • Conviction gained from intensive hands-on primary research
  • Views stocks as ownership of a business and management as partners
  • Manages risk through disciplined emphasis on valuation of high-quality companies
  • Long-term perspective with low turnover
  • Concentrated all-cap portfolio
  • Opportunistic investment approach; not locked into a style-box
  • Bias toward “tollgate” businesses with recurring revenues, large barriers-to-entry, and high ROIC (return on invested capital)
  • 100% owned business; interests directly aligned with clients'
  • Decisions not made by committee

Scott A. Chapman, CFA
Chief Executive Officer and Portfolio Manager

Scott A. Chapman is a Chartered Financial Analyst, CEO and Portfolio Manager of Chapman Investment Management, LLC, which he founded in 2013. He has more than twenty-five years of experience managing investment portfolios and performing securities analysis.

Mr. Chapman was Managing Director and Portfolio Manager with Lateef Investment Management from 2002-2012, during which time the firm’s assets grew from $500 million to over $5.5 billion. At Lateef, Scott was a member of a three-person portfolio management team that delivered investment performance in excess of the S&P 500 by an average of 3.8% annually and outperformed the index in nine of eleven years, all with lower portfolio risk. The Lateef mutual fund earned the top five-star rating by Morningstar rating agency.

Previous positions included Senior Portfolio Manager, Director of Large-Cap Growth Strategy, and Research Director at Dreyfus Founders Asset Management, and Senior Portfolio Manager and Director of Growth Strategy at HighMark Capital Management. At HighMark, he designed and managed the investment strategy for the HighMark Growth Fund, which was also awarded a top five-star Morningstar performance rating.

Mr. Chapman received his M.B.A. in Finance from Golden Gate University and his B.S. in Accounting from Santa Clara University.  He taught investment principles to CFA candidates in San Francisco for seven years.  He also developed and instructed investment seminars, called “Lessons from the Masters,” which profiled the investments principles and case studies of stocks used by Sir John Templeton, Peter Lynch, and Warren Buffett.  Mr. Chapman recently wrote a book called Empower Your Investing—Adopting Best Practices of John Templeton, Peter Lynch, and Warren Buffett which will be published in August 2019 and is available for pre-order on Amazon and Barnes & Noble at the links below.  Mr. Chapman is a national board member of Positive Coaching Alliance, former Chair of the Alumni Advisory Board for Golden Gate University’s graduate school of business, and volunteers at several other non-profit organizations.  He is married, has two grown children, one granddaughter, and enjoys hiking, cycling, swimming, reading and the fulfillment of making a positive difference in building clients’ capital.

Investing is a life skill and, like any life skill, the key is to learn from those who have already done it well. Empower Your Investing­: Adopting Best Practices of John Templeton, Peter Lynch, and Warren Buffett offers a success-based framework, discipline, and toolkit for investing success.

This book illustrates how John Templeton, Peter Lynch, and Warren Buffett became successful investors; reviews their winning stocks with key takeaways for today’s investor; compares and contrasts the three master investors; and integrates their best practices into a successful investment process. Their best practices can become a compass for your investment journey.

Amazon link:
https://amzn.to/2X3SbLv

Barnes & Noble link:
https://www.barnesandnoble.com/w/books/1131087161

Endorsements

“Just as athletes might study Michael Jordan, Mohammed Ali, and Babe Ruth, every investor should know and understand John Templeton, Peter Lynch, and Warren Buffett. Scott Chapman brilliantly showcases the investment world's Greatest of All Time (G.O.A.T.) so every stock market participant, from novice to seasoned professional, can learn the lessons of those who have reached the pinnacle of success. With a comprehensive step-by-step approach, Chapman provides a deep understanding of what it takes to be the best.” —Robert P. Miles, Author, The Warren Buffett CEO; Executive in Residence, University of Nebraska at Omaha  

“Scott Chapman’s book is a clear read for any investor who wants to learn how to invest better.  Scott is a successful long-term investor and educator who is someone all investors can learn from. He shares some of the best investment advice and actual experiences of three of the best investors in history—Peter Lynch, Warren Buffett, and Sir John Templeton. This book will help every person improve their investment skill from the beginning investor to professionally trained CFA analysts.” —Craig Braemer, CFA; Blossom Wealth Portfolio Manager and Founder of Braemer Asset Management, LLC.

“If you only read one book about investing - make it this one!  Scott Chapman is absolutely brilliant at bringing together in one book the lessons of three legendary investing masters: Sir John Templeton; Peter Lynch, and; Warren Buffett.  You will learn fascinating stories about their background, their investment approach, philosophy, and timeless nuggets of wisdom, as well as, case studies for each investor.  Whether you are a novice or an investment professional, use these pages to put your investing approach firmly on the right path.  After reading this, the way you invest will never be the same!” —Thomas Arrington, CFA

“An outstanding must-read book for all stock investors.  Scott Chapman has artfully analyzed and summarized the successes of the three great icons of stock investing.  He has also given us the logic and approaches used by Sir John Templeton, Peter Lynch, and Warren Buffett which have outperformed the market consistently over the long term.  What a jewel of a book to read - with results to back up each investment philosophy. Scott has unveiled methods of determining investment values that have resulted in his own track record of consistently outperforming the market and other fund managers. Enjoy reading this timeless book that will also enhance your understanding and appreciation of the successful methods used by the icons of stock investing.” —Geoffrey Heathcock; Director of Corporate Development at Fortune 500 companies and Professor of Finance and Accounting for over 30 years.