General Investing >> Money Manager Interviews >> May 27, 2014

Achieving Attractive Returns Over the Long Run Regardless of Stock Market Performance

Chaitman, Sean
Sean Chaitman is the President and Chief Investment Officer of Shelter Rock Management, LLC. He has over two decades of investment management experience as a portfolio manager and a research analyst. Prior to founding Shelter Rock Management, LLC, he was a member of the investment team at Heirloom Capital Management, an investment fund that had assets in excess of $500 million. He was responsible for the firm’s global telecommunications, media, technology and special situation investments. He was also a member of the investment team at Zinc Capital Management. Mr. Chaitman was formerly a senior equity research analyst at Jesup & Lamont Securities Corporation, and he was a member of Smith Barney’s value stock research team. He has an MBA from Columbia Business School and a B.S. in economics from the University of Wisconsin at Madison. For his investment work, Mr. Chaitman has been quoted and featured in The Wall Street Journal, Investor’s Business Daily and Forbes. Profile
TWST: Can you please begin with a snapshot of Shelter Rock and an overview of the strategies that you manage?

Mr. Chaitman: We're an independent SEC-registered investment advisory firm