Portfolio management expertise.  Customized solutions.

Chapel Street Advisors LLC

To contact us:

Phone: (860) 873-8115

E-mail: info@chapelstreetadvisors.com

Chapel Street LTV

A managed account, or separate account, is simply a professionally managed portfolio of individual securities.  The Firm’s managed equity product offering combines the benefits of managed accounts with Chapel Street’s unique perspective on markets and investing.

Managed Accounts

Chapel Street Long Term Value Program

The Chapel Street Long Term value Program (the “Program”) offers clients the opportunity to benefit from the Firm’s “private equity approach to investing in public companies.”

 

Through the Program, clients of the Firm are able to cost-effectively replicate the stockholdings of Chapel Street LTV, a model multi-cap, multi-sector, equity investment portfolio.  Clients achieve this by way of actual purchases of the individual common shares of the same companies included in the model portfolio through their own brokerage accounts (at firms such as T.Rowe Price, Charles Schwab and Fidelity Investments) under a managed account program.  Client accounts are managed by Chapel Street and clients pay advisory fees to Chapel Street based on Assets Under Advice (AUA).

 

► The Program seeks long-term capital growth over an investment horizon of between two and seven years through recommended investments in the publicly-traded common shares of small-, medium- and large-sized U.S. companies believed by Chapel Street, as advisor to Chapel Street LTV, to be undervalued relative to their business/financial prospects at the time of initial purchase.

 

► As the portfolio advisor for Chapel Street LTV, the Firm seeks to identify a target portfolio of 8-30 domestic stocks that it is hoped will (i) provide positive long-term investment returns and (ii) outperform appropriate benchmark indices.

 

► Chapel Street LTV is not constrained by parameters concerning stock category (i.e., “value” or “growth”), industry or company size (beyond minimum annual revenues of $75 million and minimum market capitalization of equity of $100 million at the time of purchase), thus enabling the Firm to employ a flexible approach to share selection.  As a result of this and other factors, the Program, which is best suited for client consideration in the context of a well-diversified investment portfolio, is not appropriate for all individuals.