Business Details
34 Years
experience
Your Trusted Partner for Investment Advisory Services
Founded in 1992 by Richard L. Chilton, Jr., our firm specializes in investment advisory services with a focus on generating long-term returns while minimizing volatility. We employ a disciplined, bottom-up approach to both long/short and long-only strategies, prioritizing fundamental analysis and an ownership mentality. Our team's deep expertise and commitment to non-consensus investing have fostered enduring client partnerships. Registered with the U.S.Securities and Exchange Commission and the U.K. Financial Conduct Authority, we maintain institutional-grade infrastructure to deliver tailored solutions for sophisticated investors globally. Our values emphasize independent thinking, long-term horizons, and full alignment with client interests through co-investment.
Services
Investment Advisory
Long/Short Strategies
Long-Only Strategies
Tailored Solutions
Details
- Year established: 1992
Highlights and features
- 30+ years of experience managing investments through market cycles
- Disciplined bottom-up fundamental investment approach
- Leadership team with decades-long tenure
- SEC and FCA registered investment advisor
- Investment professionals co-invest alongside clients
Associations and certifications
- U.S. Securities and Exchange Commission (SEC)
- Financial Conduct Authority (FCA)
Services
Investment Advisory
Our core service provides professional investment management through rigorous fundamental analysis. We focus on identifying undervalued businesses while maintaining downside protection. Clients benefit from our ownership-oriented approach and long-term capital compounding strategy.
Long/Short Strategies
Active investment approach balancing long positions in undervalued securities with short positions in overvalued counterparts. Designed to generate returns across market cycles while reducing overall portfolio volatility through strategic market exposure adjustments.
Tailored Solutions
Institutional-grade investment solutions adapted to individual client objectives. Leverages our comprehensive research capabilities and risk management framework to create personalized portfolio structures meeting specific return targets and liquidity needs.
People
Richard L. Chilton, Jr.
Founder
Established Chilton Investment in 1992 with a vision for long-term value investing. Developed the firm's fundamental research methodology and ownership-oriented approach that continues guiding our investment philosophy today.
Questions
What investment strategies do you use?
We employ bottom-up fundamental analysis for both long/short and long-only portfolios, focusing on business valuations and long-term market trends.
How are you compensated for your services?
Our fee structure is based on assets under management, aligning our interests with client capital preservation and growth objectives.
Are you regulated by financial authorities?
Yes, we operate as a registered investment advisor with the U.S. SEC and maintain FCA registration for our London operations.
What makes your approach unique?
Our ownership mentality and non-consensus investing focus create differentiated portfolios that avoid market consensus biases through independent research.
