Chilton UCITS - Global Strategies


Fund Strategy Equity Long / Short
Fund Geography Global
Investment Advisor Chilton Investment Company
Portfolio Manager Richard L. Chilton, Jr.
Fund Currency USD
Fund AUM $37.5m
Fund AUM (GBP) £28m
Fund AUM as of 27 July 2018
Max Gearing / Exposure Gross exposure typically ranges from 125% - 175%
Fund Inception 07 November 2011
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Directional

Fund Objective

Chilton Investment Company, LLC ("Chilton") , as investment manager, launched Chilton UCITS - Global Strategies ("Chilton UCITS") in November 2011. Richard L. Chilton, Jr. serves as Portfolio Manager for this fund. Chilton UCITS aims to provide investors with broad access to the proprietary research and investment platform of Chilton Investment Company via a UCITS-compliant structure. The Chilton research team currently consists of 6 portfolio managers and 18 dedicated analysts. The fund invests in equities and equity-linked derivatives providing long and short exposures, and derives its individual positions from the universe of stocks in which the existing Chilton strategies are invested, utilizing an optimization process to determine specific allocations and weights. The UCITS Fund endeavours to create a broadly diversified portfolio of global equities that can achieve superior risk adjusted performance with controlled volatility. The existing Chilton strategies include Chilton Flagship, Chilton European Equities, Chilton Small Cap, Chilton Global Natural Resources, Chilton Pan-Asia Pacific, Chilton China Opportunities.


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