Chilton Capital - Tech,Telecom & Media Fund

Description:

In its February 5, 2007 issue, Barron's interviewed Michael Cahill, who runs Chilton Capital's global technology, telecommunications and media fund.

"You'd never know the tech sector has been in a slump from looking at the returns of this artful and exacting investor. Since Michael Cahill launched a global technology, telecommunications and media fund for $4.5 billion Manhattan-based Chilton Investment in 2000, he's delivered returns of 119% net of fees, compared with a loss of 45% in the Nasdaq in the same span. Last year, his smart stock picking led to gains of 22.65% after fees. He accomplished that feat with a risk-averse 55% exposure to the market. That's nothing new for Cahill, a veteran of some of the most outstanding investment shops on the Street, including Kingdon Capital, where he customarily turned in triple-digit returns, and Capital Research, where he was a protégé of media and entertainment specialist Gordon Crawford. He sees good times ahead and is betting on some powerful themes."

Cahill gives us 4 of his picks for 2007 with analysis below.

Most Viewed Portfolios

View All

Articles

7 Stocks Surging on Big Volume

05.29.12 | 01:27 PM

WINDERMERE, Fla. (Stockpickr) -- Professional traders running mutual funds and hedge funds don’t just look at a stock’s price moves; they also ...

5 Stocks Set to Soar on Bullish Earnings

05.29.12 | 12:43 PM

WINDERMERE, Fla. (Stockpickr) – Short-sellers hate being caught short a stock that reports a blowout quarter. When this happens, we often see a t...

More Articles
blog comments powered by Disqus
Get started with stockpickr! Get recommendations from thousands of mutual funds, hedge funds, and others. Enter your favorite stocks now!
brokerage partners
connect with Stockpickr
Fan us on FaceBook
Follow us on Twitter