Chilton Investment Company is an investment management firm founded in 1992 by Richard L. Chilton Jr. Based in Connecticut, Chilton Investment Company specializes in managing equity portfolios for institutional investors and high net worth individuals. The firm follows a long-term, fundamental value investing approach pioneered by legendary investors like Benjamin Graham and Warren Buffett. Chilton Investment Company manages over $8 billion in assets as of 2022. The firm’s flagship Chilton Investment Company Composite has delivered strong long-term returns, outperforming indices like the S&P 500 over multi-decade periods. Key to the success of Chilton Investment Company has been its patient, disciplined investment philosophy focused on high quality businesses trading at discounts to intrinsic value.
Chilton Investment Company follows a traditional long-term value investing approach
Chilton Investment Company adheres to a traditional long-term value investing strategy based on principles like focusing on high quality businesses, maintaining a margin of safety, and having a long investment horizon. The firm invests in a concentrated portfolio of around 25-35 stocks with holding periods often exceeding 5 years. Chilton Investment Company does in-depth fundamental analysis to identify companies with strong competitive advantages, excellent management, and the ability to consistently grow intrinsic value over long periods of time.
The firm has delivered excellent long-term performance for investors
Chilton Investment Company’s long-term, fundamental value investing approach has delivered excellent results for its investors. The firm’s flagship Chilton Investment Company Composite has significantly outperformed the S&P 500 benchmark over the long run. For example, from inception in 1992 to 2021, the Chilton Investment Company Composite returned over 16% annually compared to around 10% for the S&P 500. Long-term performance has been driven by disciplined adherence to the firm’s value investing philosophy and ability to identify high quality businesses trading at discounts.
In summary, Chilton Investment Company is a Connecticut-based investment management firm founded by Richard L. Chilton Jr in 1992. The firm follows a traditional long-term value investing approach and has delivered strong long-term performance for institutional and high net worth investors. Key to Chilton Investment Company’s success has been its disciplined investment process focused on buying high quality businesses at discounts to intrinsic value.