Franklin K2 Chilton Equity Long Short UCITS Fund

Investment Objective

Chilton’s sector diversified portfolio invests globally with a focus on the U.S. The Manager seeks to buy (and hold) stocks of high quality companies that are attractively valued. The manager seeks sustainable businesses that are well-managed, generate cash flow, have competitively advantaged business models with favourable earnings growth prospects and a roadmap several years out. The Fund’s investment objective is to seek capital appreciation. The Fund aims to produce superior investment returns with controlled volatility throughout various market cycles.

Latest Meeting Note

Meeting 28 May 2020

Chilton Investment Company was founded in 1992 by Richard L. Chilton, Jr, who is one of the two PM’s for the K2 – Chilton Liquid Long Short Equity Strategy, alongside Co-CIO Jennifer Foster. The Chilton Liquid Long Short Strategy builds ... Read more

Chilton Investment Company was founded in 1992 by Richard L. Chilton, Jr, who is one of the two PM’s for the K2 – Chilton Liquid Long Short Equity Strategy, alongside Co-CIO Jennifer Foster. The Chilton Liquid Long Short Strategy builds upon the investment principles Chilton Investment Co, is built on, by looking to compound returns over time by participating significantly in up markets and protecting capital during down markets. The philosophy focuses on business model quality first, and valuation second, looking to create a portfolio of great companies bought at reasonable valuations, while ensuring a meaningful short book at all times made up of single stock names. On assessing quality for the long book, the Chilton research team seeks to measure 10 ‘quality attributes’ to produce a proprietary quality score (attributes include; ROIC, barriers to entry, pricing power, revenue growth, FCF generation), adding another layer of discipline to the fundamental investment process.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.2 0.2 0.5 0.8 0.0 0.7 0.0 0.7 1.0 0.4 0.7 0.1 0.0
2018 0.9 0.8 0.8 0.4 0.9 0.1 1.0 1.0 0.8 0.6 0.3 0.2 0.7

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.