Q & A with Tap Chibaya - Chevy Chase Trust Noteworthy

Q & A with Tap Chibaya

We recently sat down with Tapfuma Chibaya, an Equity Research Analyst at Chevy Chase Trust, to learn more about his background and what he enjoys most about his career. 

At Chevy Chase Trust’s 2017 Fall Investment Symposium, Spencer Smith, Head of Institutional Investing, discusses the thematic research process.

Spencer described the characteristics of a successful theme and also outlined how we use investment research to narrow down the over 250,000 publicly traded securities to the 40 or 50 stocks that go into client investment portfolios. “Before we make an investment in any individual company, there’s a long dynamic process that precedes that decision.”

To view highlights from Spencer’s presentation, click here.

To view his full presentation, click here.

Important Disclosures

Thematic Investing

At Chevy Chase Trust's 2017 Fall Investment Symposium, Spencer Smith, Head of Institutional Investing, discusses the thematic research process.


At Chevy Chase Trust’s 2017 Fall Investment Symposium, Tap Chibaya, Equity Research Analyst, presents the theme of U.S. Urbanization.

Tap began by pointing out that, for the first time in one hundred years, the rate of urban population growth is outpacing suburban areas, and America’s global competitiveness is now more centered around urban areas and the amenities and opportunities they offer. “Urbanization will contribute to sustainable growth in the U.S. by increasing productivity and allowing innovations and new ideas to emerge.”

To view highlights from Tap’s presentation, click here.

Important Disclosures

U.S. Urbanization

At Chevy Chase Trust's 2017 Fall Investment Symposium, Tap Chibaya, Equity Research Analyst, presents the theme of U.S. Urbanization.

Michael A. Coke, President and Co-founder of Terreno Realty Corporation, discusses industrial real estate in an urban environment at Chevy Chase Trust’s 2017 Fall Investment Symposium.

Mike discussed how real estate investors are changing their perspective when it comes to investing in urban areas. “D.C. itself has become the draw [in industrial real estate]; we’ve actually been shifting our investment focus from being in the suburbs to the city itself.”

To view Mike’s full presentation, click here.

Important Disclosures

Industrial Real Estate in an Urban Environment

Michael A. Coke, President and Co-founder of Terreno Realty Corporation, discusses industrial real estate in an urban environment at Chevy Chase Trust's 2017 Fall Investment Symposium.

Bobby Eubank, Equity Research Analyst, presents the theme of Automation at Chevy Chase Trust’s 2017 Fall Investment Symposium.

Bobby discussed how automation is enabling three areas of change in the retail supply chain that enable better service, lower cost, and faster delivery. “Automation equipment could dramatically expand beyond the giant factories and truly affect our daily lives.”

To view highlights from Bobby’s presentation, click here.

Important Disclosures

Next Generation Automation

Bobby Eubank, Equity Research Analyst, presents the theme of Automation at Chevy Chase Trust's 2017 Fall Investment Symposium.
Chevy Chase Trust - Investment Update, Third Quarter 2017

Investment Update, Second Quarter 2017

Global equity markets rose during the first half of 2017. In fact, annualized returns are on pace for the fifth best showing in 30 years. The MSCI All Country World Index (ACWI) generated a total return of 4.45% during the second quarter of 2017, bringing its year-to-date return to 11.82%.

Market Update

U.S. equity markets closed higher both days after the Donald Trump victory and Republican sweep of Congress.

What Differentiates Chevy Chase Trust?

Clients tell us they find our approach to be refreshingly straightforward. We offer careful planning, global thinking, exhaustive research and thematic portfolios. This is investing pure and simple.

What is Thematic Investing?

Thematic investing is at the core of portfolio management at Chevy Chase Trust. We believe that adherence to a thematic investment process delivers superior results over wealth-relevant time horizons.
Chevy Chase Trust - Investment Update, Third Quarter 2017

Investment Update, Fourth Quarter 2015

The S&P Index ended 2015 at 2,044, almost exactly where it started the year at 2,059. Including dividends, the Index’s total return for the year was +1.38%. Volatility was higher than in any year since 2008. Market performance was very concentrated.