Chiron Investment Management Launches Chiron Capital Allocation Fund; Bolsters Distribution Team
LEAWOOD, Kan.--(BUSINESS WIRE)--Chiron Investment Management LLC (“Chiron”), a boutique, actively managed investment management firm, today announced that it has launched the Chiron Capital Allocation Fund (“CCAPX” or the “Fund”) and has broadened its distribution team with three additional hires.
Chiron Capital Allocation Fund is managed by Ryan Caldwell, Co-founder, Chief Investment Officer and Lead Portfolio Manager, Grant Sarris, CFA, Portfolio Manager, and Brian Cho, CFA, Portfolio Manager, who collectively have over 70 years of investment experience. The Chiron Capital Allocation Fund competes in the World Allocation category with an objective to seek total return, which consists of capital growth and income; the Fund seeks to generate attractive risk-adjusted returns for its investors.
Chiron was founded in July 2015, and since that time has built an experienced team of business leaders and world-class investment experts. Its most recent hires have been focused on expanding their sales and distribution capabilities.
Kirsten Pickens, Head of Distribution stated, “Our goal was to hire seasoned professionals with deep relationships, over a large geographic footprint, and we are fortunate to have expanded our team with Nick Roberts, Bill Kelly, and Kim Cheng.”
- Nick Roberts joined Chiron as a Managing Director on the Distribution team, covering the West Coast. Prior to that, he was a Partner and Western Divisional Sales Manager on the Private Client Investor Relations team at Kopernik Global Investors, LLC. He joined the firm in 2013 after four years at International Value Advisers, LLC, where he was responsible for mutual fund distribution in the Western half of the United States, and an integral part of the sales and marketing efforts. Prior to that, Nick spent six years at Merrill Lynch as a Wealth Management Specialist. Nick holds a Certified Investment Management Analyst (CIMA) designation.
- Bill Kelly joined Chiron as a Managing Director on the Distribution team, covering the East Coast. Bill is a 20 year veteran in the financial services industry and prior to joining Chiron, he was a Partner at Kopernik Global Investors, LLC and prior to that, a Director at International Value Advisers, LLC where he served in a similar role. Prior to that, Bill spent three years at Merrill Lynch as a Wealth Management Specialist. Bill holds a Certified Investment Management Analyst (CIMA) designation.
- Kim Cheng joined Chiron as a VP, Relationship Manager on the Distribution team. She has a hybrid position, covering the Midwest as well as account management. Previously Kim served as a Retirement Specialist at Ivy Funds covering the Southwest Region and between 2010 through 2014 was a Senior Regional Sales Specialist covering western Pennsylvania, eastern Ohio, and Upstate New York.
Chiron has launched the fund with a Class I (Institutional) share class, is currently available at some of the large Private Banks and RIA platforms, and is focused on building out availability across all channels. For more information on Chiron Investment Management and Chiron Capital Allocation Fund please visit, www.chironim.com.
About Chiron Investment Management, LLC
Chiron Investment Management is a boutique Investment Management firm, founded in 2015 by our CIO Ryan Caldwell, and CEO Enrico Gaglioti. Chiron has an experienced management and advisory team that includes our Chairman Marc Spilker and Vice Chairman Scott Prince. In aggregate, our partners have over 125 years of financial services experience with proven 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 judgement to asset allocation and security selection. Chiron Investment Management is dually headquartered in New York and Kansas City.
To determine if the 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 (877-924-4766) 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 Company. 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.
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Jonathan Gasthalter/Nathaniel Garnick