Chartwell Investment Partners provides equity and fixed-income investment strategies to a variety of institutions, families, and individuals. Chartwell’s investment offerings are accessible through Separate Accounts, Mutual Funds, Collective Investment Trusts (CITs), and Commingled Trust Funds (CTFs).
VALUE EQUITY FROM CHARTWELL
Chartwell’s value strategies (Small, Mid, and SMID) employ a traditional value style supplemented with both deep and relative value stocks. The team selects opportunity sets using multiple valuation yardsticks and relies heavily on company valuation relative to history.
Portfolio decisions result from business reviews assessing the prospects of erasing these valuation discounts with a focus on fundamental and event-driven catalysts which the market should recognize. The strategies are well diversified across all economic sectors and exhibits better growth, profitability, and financial strength characteristics than each strategy’s respective benchmark. Chartwell’s objective is to outperform the benchmark over the long term while producing lower risk scores than the index.
GROWTH EQUITY FROM CHARTWELL
Chartwell’s growth equity strategies invest in select sets of growth companies (Small Cap and Mid Cap). These businesses demonstrate strong increases in earnings per share. More significantly, they continually broaden, deepen, and enhance their fundamental capabilities, competitive positions, product and service offerings, and customer bases.
Chartwell invests in, not merely owns, the stocks of these distinguished companies for an intermediate time horizon. Investments are initiated opportunistically, when the stocks are attractively valued, yet concentrate holdings in companies best positioned for the most rapid growth. Strategies focus on a narrow set of such investments.
FIXED INCOME FROM CHARTWELL
Chartwell’s fixed income management (Investment Grade and High Yield) philosophy stresses security selection, preservation of principal, and compounding of the income stream to consistently add value in the bond market. Over time, the market’s highest returns come from those sectors which offer the most yield; therefore, focus is placed on research efforts in the corporate sector of the market.
Because the return potential of any bond tends to be asymmetric – with limited capital appreciation potential, but considerably greater capital loss potential – Chartwell targets high-quality credits with stable-to-improving profiles, rather than chasing “cheap” deteriorating credits.