Investor Summary

Founded in 2018 by B. Chase Chandler, Canterbury Tollgate originated from earlier ventures including Chandler Advisors and Weise Capital that started in 2012. The firm serves institutional investors, family offices, and select individual clients with an average account size exceeding $4.2 million. Canterbury Tollgate employs three people with two involved in investment advisory functions, managing approximately $51 million in total assets as of March 2025. The firm operates one private hedge fund with concentrated positions and employs risk mitigation strategies designed to achieve negative correlation during market shocks.

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Fund Strategy

Canterbury Tollgate is a focused, value- and quality-oriented investment manager that seeks fundamentally asymmetric risk-return profiles to generate higher annualized returns with lower real-world risk. The firm invests primarily in growing companies characterized by strong culture, reliable leadership, loyal customers, robust cash flows, high returns on capital, and aligned management incentives including significant insider ownership. CTG employs robust valuation, fundamental analysis, and advanced mathematical and statistical methods, using semi-deviation as a risk measure to emphasize downside risk. The firm believes superior long-term results are found in superior patience, fortitude, integrity, competence, learning, and a little bit of chance.

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FUND PERFORMANCE AS OF 31st December 2023

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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