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Tim Shelton
Investment Analyst at Caledonia (private) Investments PTY LTD
About
Tim Shelton is an Investment Analyst at Caledonia, based in New York, NY. In his current role, he is responsible for conducting in-depth research and analysis to identify long-term growth opportunities for Caledonia’s investment portfolio. His work is central to the firm's investment process, with a focus on data-driven decision-making and rigorous industry evaluation.
Prior to joining Caledonia in 2017, Tim served as Head of Proprietary Research at Coatue Management, where he led a team focused on fundamental research and sector analysis. He began his career at Coatue as a Proprietary Research Associate, gaining experience in technology-driven investment strategies and company diligence. His background at both Coatue and Caledonia underscores his expertise in public and private equities, with a particular emphasis on technology, media, and internet sectors.
Tim holds a Bachelor of Arts in Managerial Economics from Union College and is an alumnus of The Blake School. His analytical rigor, sector expertise, and leadership in high-profile investment research roles have made him a valuable contributor to the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Caledonia | Investment Analyst | Jan 2017 to Present | — |
| Coatue Management | Head of Proprietary Research | Apr 2015 to Dec 2016 | — |
| Coatue Management | Proprietary Research Associate | Jul 2012 to Mar 2015 | — |
| Needham & Company | Equity Research Associate | Jan 2012 to Jul 2012 | — |
| Guidepoint Global | Research Analyst | Apr 2010 to Jan 2012 | — |
| Goldman Sachs | Summer Intern | Jun 2008 to Aug 2008 | — |
Education
Union College
Bachelor of Arts, Managerial Economics
2005 — 2009
The Blake School
2001 — 2005
Skills & Expertise
Others at Caledonia (private) Investments PTY LTD (3)
| Name | Role | Location |
|---|---|---|
K Keith Lillis | Head of Trading | Rye, NY , United States |
A Adrian Lamari | Australian Trading and Execution | Sydney, NSW, United States |
J Jack G. | Investment Analyst at Caledonia | New York, NY , United States |
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