Glenn Shepard

Chilton Investment is a global investment management firm that aims to produce superior investment returns by aggressively seeking capital appreciation in rising markets and preserves capital in declining markets. The firm takes a long-term perspective and endeavors to maintain a focused, disciplined portfolio that consistently generates profits for clients over time. Chilton Investment invests primarily in equity securities, both through long positions and short positions. Their investment philosophy is generally based on fundamental research with a bottom-up approach. The firm invests in both growth and value companies that it believes meet short-term and long-term fundamental criteria.

Turnberry seeks to achieve high absolute returns by investing in debt securities of companies that have liquidity problems due to loss of capital markets access. They believe the best opportunities arise after a cataclysmic event in the capital markets or a specific industry. Turnberry's strengths lie in renegotiation of debt, securities exchanges, asset sales and equity infusions to solve liquidity problems. Their portfolio is diversified across 25-40 positions with an individual issuer limit of 15% and an industry limit of 20% of assets. Cash pay debt securities represent 50-80 % of the portfolio, defaulted debt securities 5-25% and equity 0-20%.

Operates as a certified public accountant firm that provides accounting services

Functions as a College/University

Provides investment advice

Ratan is a fundamental, long/short equity investment manager that primarily employs a value, change-driven investment strategy. The firm’s investment process focuses on identifying securities of companies that they believe are trading at a significant discount to their estimated intrinsic or fundamental value and which they expect to appreciate in value in the foreseeable future, often due to a “catalyzing event” or change in circumstances. Their primary method of analysis is fundamental, bottom-up research.