Ed Zane

Kalmar Investments' focuses on discretionary management of long-only, separately managed equity portfolios for the firm’s clients. The firm manages client investment portfolios in a growth company investment style that the firm refers to as “Growth-with-Value”. This investment style is offered in three distinct investment offerings/strategies: Small Cap, SMid Cap, and Mid Cap portfolios. Portfolios are well diversified and are predominantly comprised of U.S. based businesses whose common stocks are actively traded on public exchanges in the U.S. Kalmar's investment strategies are driven primarily by their proprietary bottom-up, fundamental investment approach. This research seeks to identify: (1) good businesses that are expected to improve the quality of their business characteristics; (2) business that are expected to sustain future revenue and earnings growth rates over the next two years or more that are substantially greater than the broad rate of economic growth; and (3) businesses that have stocks trading at valuation levels that Kalmar believes can expand over a two-year or longer investment horizon if the business value of the enterprise grows as expected.

BCM utilizes a specific philosophy based on investing in what they believe are Exceptional Growth Companies (EGCs) over the long-term and having the patience and tolerance to hold them as they transform their sustained revenue growth into increasing earnings. The principal drivers for the firm’s sell discipline are: (1) when the fundamentals that spurred the original investment change adversely, or; (2) the security becomes overvalued, or; (3) a new, superior investment replaces an existing, less attractive investment, or; (4) it is determined that the security has been an investment mistake.

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.

Functions as a College/University

Functions as a College/University

Provides strategy, marketing, organization, operations, IT and M&A consulting services

Acts as an alternative investment manager