| Strategy |
Global Long/Short Equity |
| Portfolio |
Manager Richard L. Chilton, Jr., Chairman, CEO, and CIO |
| Structure |
UCITS compliant structure, deriving individual underlying positions from all Chilton strategies
using an optimized allocation model:
• Provides broad access to the proprietary Chilton global research
platform, including 6 Portfolio Managers and 25 dedicated analysts
• Allocation model intended to optimize returns while
maximizing diversification benefits and lowering volatility |
| Goal |
• Broadly diversified portfolio targeting optimal risk adjusted returns
• Access to a Chilton product with a regulated UCITS risk management framework
|
Banque Heritage is the Sponsor and Global Distributor of the Chilton UCITS Global Strategies Fund
PRIVATE BANKING