ResearchAt Chartwell, we maintain a firm-wide commitment to fundamental research. Our Portfolio Managers and Analysts believe in the importance of intensive bottom-up research and evaluate each company on the basis of its fundamental characteristics. |
StabilitySimilar to the companies we invest in; we believe that experienced and tenured management teams are a foundation for success. At Chartwell, our tenured Portfolio Management teams have low turnover and extensive industry experience. |
ConvictionWe believe that actively managed strategies with high conviction and lower turnover will generate a consistent pattern of portfolio returns over the long term. Our Portfolio Managers take a long-term perspective with their investments, maintain focused portfolios and strive for increased active share of their holdings to deliver investment performance. Our investment strategies reflect the highest conviction ideas of our Portfolio Managers. |
Navigating a dynamic marketplace to deliver innovative asset management.
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Experts are behind every choice we make. |
Our HistoryFormed in 1997 with the goal of providing investors with exceptional client service, a disciplined, consistent investment process and a culture of openness and transparency. |
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