Chilton Investment

Chilton Investment Company, founded in 1992 by Richard L. Chilton, Jr., is an established investment firm dedicated to delivering compelling long-term returns with a disciplined approach to risk management. The firm's philosophy centers around a fundamental bottom-up approach, driven by a conviction-based investment strategy and a long-term perspective. This approach, applied consistently throughout its history, has fostered a loyal investor base and enabled Chilton to navigate various market cycles with a focus on capital preservation.

Investment Approach and Philosophy

At the heart of Chilton's success lies its unwavering commitment to a fundamental bottom-up investment approach. The firm leverages the expertise of its experienced investment professionals to meticulously analyze individual companies, seeking out businesses with strong fundamentals and compelling long-term growth potential. Chilton believes in "owning" shares of great businesses rather than merely "renting" them. This ownership mentality is reflected in the firm's long-term investment horizon and its steadfast dedication to understanding the intrinsic value of the companies it invests in.

Chilton applies this rigorous analysis to both long/short and long-only investment strategies, tailoring its approach to meet the specific needs of its diverse client base. The firm's commitment to independent thinking and original research drives its identification of non-consensus investment opportunities, allowing Chilton to differentiate itself within the marketplace and generate superior returns for its investors.

Key Values

Chilton's investment philosophy is underpinned by a set of core values that guide its decision-making processes and shape its interactions with clients and partners.

• Independent Thinking and Original Research:

Driven by a relentless pursuit of knowledge and a commitment to challenging conventions, Chilton's team of analysts conducts deep dives into companies, evaluating their business models, competitive landscapes, and long-term prospects. This dedication to original research enables the firm to identify undervalued opportunities and avoid crowded trades.

• Long-Term Mentality:

Recognizing that investing is a marathon, not a sprint, Chilton embraces a long-term perspective that transcends short-term market fluctuations. This patient approach allows the firm to ride out market volatility and capture the full potential of its investments over time. Chilton firmly believes that resilience, unwavering conviction, and the ability to withstand market pressures are essential elements of successful investing.

• Continuous Learning and Adaptation:

In an ever-changing market environment, Chilton maintains a culture of continuous learning and adaptation. The firm rigorously analyzes past performance, identifying both successes and areas for improvement. This commitment to ongoing refinement ensures that Chilton's investment strategies remain relevant and effective in the face of evolving market dynamics.

• Alignment of Interests:

Chilton's investment professionals operate with a shared sense of purpose and responsibility. They are invested alongside their clients, further aligning their interests and fostering a strong culture of accountability. Chilton's commitment to transparency and open communication upholds the highest ethical standards and builds trust with its valued investor base.

Solutions Tailored to Individual Needs

Chilton Investment Company prides itself on providing sophisticated investors with customized solutions designed to meet their unique needs and financial objectives. The firm's institutional-grade back-office infrastructure allows for the flexibility and agility required to offer tailored investment strategies and comprehensive portfolio management services.