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Tim Shelton

Tim Shelton

Investment Analyst at Caledonia (private) Investments PTY LTD

New York, NY , United States

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

OrganizationRoleDate RangeDetails
CaledoniaInvestment AnalystJan 2017 to Present
Coatue ManagementHead of Proprietary ResearchApr 2015 to Dec 2016
Coatue ManagementProprietary Research AssociateJul 2012 to Mar 2015
Needham & CompanyEquity Research AssociateJan 2012 to Jul 2012
Guidepoint GlobalResearch AnalystApr 2010 to Jan 2012
Goldman SachsSummer InternJun 2008 to Aug 2008

Education

Union College

Bachelor of Arts, Managerial Economics

2005 2009

The Blake School

2001 2005

Skills & Expertise

Equity Research
Management
Financial Modeling
Investments
Strategy
Financial Analysis
Market Research
Analysis
Equities
Business Strategy
Semiconductors
Services
Financial Services

Others at Caledonia (private) Investments PTY LTD (3)

NameRoleLocation
K
Keith Lillis
Head of TradingRye, NY , United States
A
Adrian Lamari
Australian Trading and ExecutionSydney, NSW, United States
J
Jack G.
Investment Analyst at CaledoniaNew York, NY , United States

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