A Wall Street Transcript Interview with Sean Chaitman, the President and Chief Investment Officer of Shelter Rock Management, LLC: Stable, Attractive Returns Over the Long Run

Wall Street Transcript

67 WALL STREET, New York - June 10, 2014 - The Wall Street Transcript has just published its Investing Strategies Report. This special feature contains expert industry commentary through in-depth interviews with professional Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: Secular Growth Themes - Small Cap Investing - All-Cap Investing - Bottom-Up Stock Selection - Quality of Business - Growth at a Reasonable Price - Long/Short Strategy - Investment Risk/Return

Companies include: Johnson & Johnson (JNJ), McDonald's Corp. (MCD), VF Corp. (VFC), AutoZone Inc. (AZO), Babcock & Brown Air Limited (FLY), The TJX Companies, Inc. (TJX), Centurytel, Inc. (CTL), Amazon.com Inc. (AMZN), Chipotle Mexican Grill, Inc. (CMG) and many more.

In the following excerpt from the Investing Strategies Report, a professional money manager discusses his methodology and top stock picks for investors:

TWST: Can you give us a closer look at your investment strategies and objectives?

Mr. Chaitman: Yes. First we have our equity income strategy. It's an equity and fixed income strategy that's appropriate for investors who are interested in both growth and income. It has a moderate asset allocation profile with between 50% to 75% in individual high-quality value stocks. The balance of that portfolio is in individual short- and intermediate-term corporate bonds.

Next we have our conservative allocation strategy, which is for investors who also want the potential for some capital appreciation and income but with significantly less volatility than the broader U.S. stock market index. Its portfolio is primarily in bonds, but it will also have between 20% to 40% in high-quality, large-cap value dividend income stocks.

Our third strategy is called strategic income. It's our most conservative strategy, and is focused on producing income and preserving capital. Its portfolio is invested in diversified short- and intermediate-term individual corporate bonds. And that strategy can also have up to 20% in preferred and common dividend income stocks.

All three of our strategies have similarities in the sense that we have investments in short- and intermediate-term corporate bonds, and high-quality, large-cap-value dividend-income stocks. By making these types of investments we're able to produce more consistent returns than the broader U.S. stock and bond market indices over the long term. I should say that this objective is a central component of our investment philosophy, where our goal is to achieve consistently attractive risk-adjusted returns for clients over the long term...

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

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