Richard L. Chilton Jr. is the founder of Chilton Investment Co., a $7 billion investment management firm he launched in 1992 with the flagship long/short equity fund Chilton Investment Partners LP.
Chilton’s done well with his firm, generating a personal net worth believed to be around $1.2 billion, according to Forbes.
According to a presentation the Darien resident gave, Chilton has launched six other funds that also utilize a bottom-up, fundamental and value-sensitive approach to investing:
• Chilton European, a long/short strategy focused on European and U.K.-based companies.
• Chilton New Era, a long/short strategy focused on investing globally in technology, media and telecom companies.
• Chilton Small Cap, a long/short strategy focused on investing in U.S.-based small cap companies.
• Chilton Global Natural Resources, a long/short strategy focused on investing in natural resource securities and commodities globally.
• Chilton Distressed Debt, a classic distressed fund investing in the U.S. and developed markets.
• Chilton Asia Strategy, a long/short strategy focused on Asian equity markets.
According to company documents, long- and short-term fundamental factor ratings are typically incorporated into Chilton’s company analysis and help determine price targets.
Long-term fundamental factors include market growth, proxy analysis, market share, concentration of customers and suppliers, and an assessment of management.
Short-term fundamental factors include industry supply and demand growth, earnings per share surprises, latest EPS estimate revision, insider purchases and sales, and management changes.
Click here to return to the Wealthiest People in CT landing page.