Strategic Diversification and Thoughtful Allocation Through Expertly Selected External Managers

The Chilton Trust Royal Palm Funds are a distinct investment offering that capitalizes the expertise of our External Manager Group and our Investment Committee. The Funds enable access to best-in-class, exclusive outside managers through curated, discretionary investment portfolios.

External Manager Group
Louisa M. Ives
Managing Director
John R. Wamser, CFA
Vice President
Lillian Miller
Associate
Royal Palm Funds
Absolute Return Fund
  • Provides access to best-in-class credit and absolute return managers.
  • Seeks to compound attractive, risk-adjusted returns that are less correlated to traditional asset classes.
  • Aims to provide important ballast and diversification to serve and enhance portfolio resistance while diminishing the overall level of risk in a portfolio.
Equity Fund
  • Provides access to top caliber equity managers across global developed markets and across market caps.
  • Seeks to achieve long-term alpha by building a portfolio of managers that invest in competitively advantaged businesses, led by high-quality management teams, with the potential for sustained superior growth.
  • Managers within the fund have deep, experienced investment teams and adhere to strict internal valuation hurdles in both buy and sell decisions.
Growth Fund
  • Provides access to best-in-class technology and growth-focused managers.
  • Seeks to provide investors exposure to both the Technology and Growth-Focused managers for investments that capitalize on key secular and innovative or disruptive technologies that drive above-average, long-term sales and earnings growth.
Private Equity Funds
  • Provides top-tier private equity market opportunities, the bulk of which are top performing Lower Middle Market and Middle Market Buyout funds and could include growth, secondaries or special situations.
  • Focuses on premier Lower Middle Market and Middle Market private equity firms across two vintage years.
  • Seeks to outperform the broader private equity universe through a selection of tenured, elite private equity funds, with an investment objective of 2.0x net MOIC over the life of the fund.

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Lillian Miller

Associate

Lillian Miller is an Associate on Chilton Trust’s External Manager Group. She most recently was a Senior Investment Analyst on the Liquid Alternatives team at Aon Investments. She started her career at the Tufts University Investment Office as an Investment Analyst. Lillian graduated from Tufts University with a B.S. in Quantitative Economics and a B.A. in Political Science. She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of New York.

John R. Wamser, CFA

Vice President

John R. Wamser is a Vice President on Chilton Trust’s External Manager Group. He most recently was an accountant for the Family Office Services Group for Chilton Trust. Prior to joining Chilton Trust, Mr. Wamser was a Senior Project Analyst at Norwalk Hospital Physicians & Surgeons. John graduated from the University of Connecticut with a B.S. in Health Care Management and later returned to earn a Master’s in Business Administration with a concentration in Finance and Management. Mr. Wamser holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society New York.

Louisa M. Ives

Managing Director

Ms. Ives is Head of Chilton’s External Manager Group, responsible for the selection and due diligence of external managers. Ms. Ives is also a member of the Executive and Investment Committees at Chilton Trust. Prior to joining Chilton, Ms. Ives was a Managing Director at Chilton Investment Company, where she was a research analyst covering the financial services sector. She also served on the company’s Board of Directors. Prior to joining Chilton, she worked at Coopers & Lybrand Consulting Group, reporting directly to the CEO, and began her career at Chemical Bank in their Middle Market Lending Group. Ms. Ives graduated cum laude from St. Lawrence University with a B.A. in English Literature and earned an M.B.A from Harvard Business School.

Ms. Ives serves on the boards of The First National Bank of Long Island, The Project Y Theatre Company, and on the Investment Committee of Vinalhaven, ME Land Trust.