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INVESTMENT STRATEGY

Chilton Capital Management builds equity portfolios that reflect the objectives and risk tolerances of each individual client. Throughout our process, the focus on growth and emphasis on quality of earnings remain a constant.

Each equity portfolio contains 30-40 common stock positions with core holdings in established growth companies. When appropriate, core positions are complemented with smaller commitments to emerging and early-stage growth companies. Special situation stocks, often growth cyclicals, may also be purchased at opportunistic times during the business cycle.

For income or asset allocation purposes we may also add a fixed-income component to certain client portfolios. Fixed-income investments are limited to U.S. Treasuries, Agencies, and high-quality corporate and municipal bonds.

 

 



Security Selection Process
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