LongCLDTJul 2026
Chatham Lodging Trust
Chatham Lodging Trust complements Aegis's other hotel REIT holdings and was established late in the prior year. Aegis views hotel REITs as discounted relative to replacement cost…
CLDT
1 published idea on Chatham Lodging Trust across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Chatham Lodging Trust: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Chatham Lodging Trust complements Aegis's other hotel REIT holdings and was established late in the prior year. Aegis views hotel REITs as discounted relative to replacement cost…