Chilton Capital’s REIT Strategy returned -3% in the month of October, according to investor correspondence ValueWalk has been able to review. Following this performance, the strategy is down -10.9% for the year to the end of October. Q3 2020 hedge fund letters, conferences and more Despite this performance, the REIT strategy has achieved a strong run since 2009. In the firm’s latest investor update, the fund managers noted that in the last REIT cycle, which began in March 2009, the sector achieved a return of 13.7% from trough to trough. If you’re looking for value stocks, and exclusive access to…
Chilton REIT: Adding To REITs On Weakness
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk