LEAWOOD, Kan. & NEW YORK--(BUSINESS WIRE)--Chiron Investment Management LLC, a boutique investment management firm, today announced that the firm surpassed $1 billion in assets under management since the launch of its first registered fund on December 1, 2015. Based on Morningstar data, Chiron’s rapid asset growth has outpaced more than 97 percent of the 543 actively managed mutual funds launched since December 2015.1
“The firm’s rapid growth reflects the dedication of our experienced team and the overwhelming support from our distribution partners in educating the marketplace on our quantamental approach,” said Enrico Gaglioti, Co-Founder and CEO of Chiron. “We believe our strong performance further validates to investors our unique methodology to marrying quantitative rigor with fundamental analysis in order to navigate uncertain markets.”
Neil Bathon, Founder of FUSE Research Network commented, “Given the incredible hurdles associated with launching new funds today, especially on the active side, what Chiron has accomplished in reaching 1 billion in AUM in less than two years, is truly remarkable.” This milestone is largely due to client demand for the firm’s flagship Chiron Capital Allocation Fund (CCAPX), which has surpassed $900 million in assets. The fund employs a quantamental investment process, with a core focus on achieving positive risk-adjusted returns.
Earlier in the year, Chiron launched its first UCITs product, which has over $170 million in AUM. Gaglioti added, “With a strong client base in the US, we look forward to building on this momentum as we expand globally. We believe our UCITs fund will offer our established strategy to a new audience of investors.”
The funds are managed by Ryan Caldwell, Co-Founder and CIO of Chiron, Grant Sarris, Portfolio Manager and Head of Fundamental Research, and Brian Cho, Portfolio Manager and Head of Quantitative Research. Caldwell, who previously co-managed Ivy Investment’s $40 billion World Allocation Fund until leaving in 2014, is a well-known name, and considered a pioneer in the World Allocation category.
“The current investing environment is at a pivotal stage in the global economic and market cycle,” said Caldwell. “Our disciplined, highly transparent approach to quantamental investing to position client portfolios allows us to remain flexible and perform well in an uncertain environment.”
Chiron currently employs a team of approximately 30 professionals across a wide range of experience, including investment research, portfolio management, distribution and client service, risk management, compliance and operations. Recently, the firm hired two additional advisor consultants, expanding Chiron’s sales team and geographic footprint to support their growth.
About Chiron Investment Management, LLC
Chiron Investment Management is a boutique investment management firm, founded in 2015 by CIO Ryan Caldwell, and CEO Enrico Gaglioti. Chiron has an experienced management and advisory team that includes Chairman Marc Spilker and Vice Chairman Scott Prince. In aggregate, the leadership has over 125 years of financial services experience with time-tested track records and success as investors, risk managers and business builders. Our investment process is an actively managed framework that allows us to quantify fundamental factors, systematize our approach, and apply judgment to asset allocation and security selection. Chiron Investment Management is dually headquartered in New York and Kansas City.
To determine if the Chiron Capital Allocation Fund is an appropriate investment for you, carefully consider the fund investment objectives, risk, and charges and expenses. This and other information can be found in the fund (full and summary) prospectus which can be obtained by calling 877-9-CHIRON or by visiting www.chironfunds.com. Please read the prospectus carefully before investing.
The Chiron Capital Allocation Fund is distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Chiron Investment Management, LLC.
Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Past performance is no guarantee of future results. Investing involves risk, including possible loss of principal. Bonds and bond funds will decrease in value as interest rates rise. High yield bonds involve greater risks of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments. In addition to the normal risks associated with investing, international investments may involve risk or capital loss from unfavorable fluctuation in currency values, differences in generally accepted accounting principles or from social, economic or political instability in other nations. Emerging markets involve heightened risks related to these factors as well as increased volatility and lower trading volume. REIT investments are subject to changes in economic conditions, credit risk and interest rate fluctuations. The Fund may invest in derivatives, which are often more volatile than other investments and may magnify the Fund's gains or losses.
* The UCITS fund is not registered for sale in the US, and reference to it in this letter is for informational purposes only and in no way is intended to offer the UCITS fund for purchase by investors.
|1||Morningstar data as of June 30, 2017.|