“You don’t have to be a value investor if you are a quality investor – and the key to that is durable growth.” - Jennifer Foster It was an honor to have Chilton Trust’s Co-CIO of Equities, Jennifer Foster, present at the Value Investor Conference and Quality-Growth Investor Conference in New York, NY where she discussed our investment team’s emphasis on fundamental research and quality analysis for stock selection. Thank you Robert Hunter Value Investor Conference and Quality-Growth Investor Conference!
Jennifer Foster from Chilton Investment Company, Inc gave an excellent presentation at the inaugural New York Quality-Growth Investor Conference. The presentation focused on a detailed stock-pitch on The Home Depot - here’s a video clip. "The Home Depot, however, has an exceptional business model, and it is a company that we think is extremely attractive right now. It brings fabulous quality attributes. Margin stability—over a cycle, the margins have stayed incredibly strong and moving up to the right ever so gently. It has low balance sheet leverage as a virtue of its free cash flow generation—and its free cash flow conversion often near or over 100%. It has excellent and consistent excess capital returns to investors through both its dividend and buyback programme. It has a very strong ROIC profile—generally over 30%. It has both revenue growth and revenue stability—even though it does play in a sector that has some macro-forces." Thank you Jennifer for your presentation and we will be back in New York for the second event in March 2026. Charlotte Chilton, Jason Barger Chilton Trust