Chiron Investment Management has launched the Chiron Capital Allocation Fund (CCAPX) and 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 (pictured), Head of Distribution says: “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.”
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.
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.
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.
