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Colchester Investment Counsel
Lasting business relationships are based on trust, integrity and performance. | Colchester Investment Counsel LLC is an independent investment management firm...
Colchester Investment Counsel
Lasting business relationships are based on trust, integrity and performance. | Colchester Investment Counsel LLC is an independent investment management firm founded in 2000. Our entire focus is on offering objective, customized and effective investment solutions, and an unsurpassed level of personal service, to our clients.
General information
Firm type
Asset Manager
Year founded
1991
Location
Region
North America
Country
United States
City
Ridgefield
Corporate office
West Hartford, CT, United States
Principals
William A. Colchester
Founder & President
Sector focus
Frequently asked questions
What is Colchester Investment Counsel's core investment philosophy?
The firm runs concentrated, long-only portfolios of roughly 20 to 25 high-quality large-cap US equities. Positions are held for multiple years. The approach prioritizes durable competitive advantages, strong free cash flow, and management teams with proven capital allocation records.
Who makes the investment decisions at the firm?
Founder and President William A. Colchester acts as the lead portfolio manager. The firm has not publicly signaled a transition to a named successor or an investment committee structure that dilutes his decision-making authority.
How is the firm structured, and who regulates it?
Colchester Investment Counsel is a boutique registered investment advisor organized under Connecticut state-level regulation. It is not part of a larger financial conglomerate, multi-family office, or roll-up platform.
What does the firm avoid investing in?
The firm does not allocate to private markets, venture capital, hedge funds, or speculative growth equities. Its publicly stated discipline filters out businesses with excessive leverage, weak or inconsistent returns on capital, and management teams that do not align with long-term shareholder interests.
Does Colchester Investment Counsel have any affiliation with Colchester Global Investors?
No. Colchester Investment Counsel (West Hartford, Connecticut) is entirely separate from Colchester Global Investors (London-based fixed income manager). The two firms share a name by coincidence and have no operational or ownership overlap.
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