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Junk-Bond Convulsions

Bloomberg.com - August 27, 2015
In the article, "Junk-Bond Convulsions Have MatlinPatterson Salivating for Yield", author Sridhar Natarajan quotes Andy Toburen… Read More

Chartwell portfolio manager still likes high-yield bond funds

TheStreet.com - July 20, 2015
In the article, “Chartwell Portfolio Manager Still Likes High-Yield Bond Funds,” author Gregg Greenberg… Read More

Lipper Fund Awards

December 16, 2014
Lipper Fund Awards annually recognize the top fund in each category for the 3-, 5- and 10-year periods based on…Read More

Six small-cap value funds with headroom

December 1, 2014
In the article, "Six Small-Cap Funds With Headroom," author Dan Culloton cites the Berwyn Fund as a…Read More

Earned their keep

September 24, 2014
In the article, "These Allocation Funds Have Earned Their Keep," author Christine…Read More

The Few, the proud, the 30-year veterans

July 21, 2014
This article was published in the July 2014 Fund Spy: Morningstar Medalist Edition.In the article, "The Few, The Proud, The…Read More

Fantastic 48

June 30, 2014
This article was published in the June 2014 issue of Morningstar FundInvestor.In the article, "Fantastic 48," author Russell Kinnel cites…Read More

The berwyn fund turns 30

May 6, 2014
The Berwyn Fund (BERWX), our flagship small-cap value fund, celebrated its 30th anniversary on May 4th, 2014. BusinessWire.com issued a…Read More

small fund firms, strong stewards

April 16, 2014
In the Morningstar article, "Small Fund Firms, Strong Stewards," author Adam Zoll cites The Berwyn Funds as one of the…Read More

'easy-to-own' investments

February 2, 2014
In the Morningstar article, "Readers' Favorite 'Easy-to-Own' Investments," author Christine Benz recently polled her readers for their investment choices and…Read More

Bloomberg.com
June 20, 2016

In the article, “Junk-Bond Convulsions Have MatlinPatterson Salivating for Yield,” author Sridhar Natarajan quotes Andy Toburen saying, “Energy and basic materials have been the epicenter of the selloff but the broader market has traded off in sympathy with those sectors,” he said. “The snapback in a lot of names can be pretty quick once the market figures out who the survivors are.” 

Click here to read the full article.

The thoughts and opinions expressed in the article are solely those of the person speaking. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505. Read it carefully before investing. Distributed by IMST Distributors, LLC. Chartwell TSC Securities Corp provides wholesaling and marketing services to its affiliates, Chartwell Investment Partners, LLC, an SEC-registered investment advisor and TriState Capital Bank, a Pennsylvania chartered bank. The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

 

TheStreet.com
July 20, 2015


In the article, “Chartwell Portfolio Manager Still Likes High-Yield Bonds,” author Gregg Greenberg quotes Andy Toburen saying, “High-yield bond funds may not be shooting the lights out so far in 2015, but they are still a good place to be with the domestic economy growing modestly"


Click here to read the full article.

The thoughts and opinions expressed in the article are solely those of the person speaking. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505. Read it carefully before investing. Distributed by IMST Distributors, LLC. Chartwell TSC Securities Corp provides wholesaling and marketing services to its affiliates, Chartwell Investment Partners, LLC, an SEC-registered investment advisor and TriState Capital Bank, a Pennsylvania chartered bank. The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

 

Lipper Fund Awards annually recognize the top fund in each category for the 3-, 5- and 10-year periods based on risk-adjusted, consistent returns compared to its peers. The awards are based on the specified share class. Other share classes may have different performance characteristics and fees. The Lipper Fund Awards take place in 23 countries in Asia, Europe, MENA, and the Americas. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data, the accuracy is not guaranteed by Lipper. Lipper ratings and Lipper Fund Awards are not intended to predict future results. This does not constitute and is not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction.

The Berwyn Income Fund has won five times since 2009:

2015 – Best Fund over 10 Years – Mixed-Asset Target Allocation Conservative Funds
Lipper awarded the Berwyn Income Fund Best Fund out of 50 eligible investment companies for the ten-year period ending 12/31/2014 in the Mixed-Asset Target Allocation Conservative Funds.


2014 – Best Fund over 10 Years – Mixed-Asset Target Allocation Conservative Funds
Lipper awarded the Berwyn Income Fund Best Fund out of 114 eligible investment companies for the ten-year period ending 12/31/2013 in the Mixed-Asset Target Allocation Conservative Funds.


2012 – Best Fund over 10 Years – Mixed-Asset Target Allocation Conservative Funds
Lipper awarded the Berwyn Income Fund Best Fund out of 41 eligible investment companies for the ten-year period ending 12/31/2011 in the Mixed-Asset Target Allocation Conservative Funds.


2012 – Best Fund over 5 Years – Mixed-Asset Target Allocation Conservative Funds
Lipper awarded the Berwyn Income Fund Best Fund out of 92 eligible investment companies for the five-year period ending 12/31/2011 in the Mixed-Asset Target Allocation Conservative Funds.


2009 – Best Fund over 10 Years – Mixed-Asset Target Allocation Conservative Funds
Lipper awarded the Berwyn Income Fund Best Fund out of 75 eligible investment companies for the ten-year period ending 12/31/2008 in the Mixed-Asset Target Allocation Conservative Funds.


The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world’s top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards and the StarMine Analyst Awards. For more information, please contact markets.awards@thomsonreuters.com or visit excellence.thomsonreuters.com.

The thoughts and opinions expressed in the article are solely those of the person speaking. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505. Read it carefully before investing. Distributed by IMST Distributors, LLC.  Chartwell TSC Securities Corp provides wholesaling and marketing services to its affiliates, Chartwell Investment Partners, LLC, an SEC-registered investment advisor and TriState Capital Bank, a Pennsylvania chartered bank. The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

 

Morningstar.com

December 1, 2014

In the article, “Six Small-Cap Funds With Headroom,” author Dan Culloton cites the Berwyn Fund as a Morningstar small-cap medalist that remains open and has some capacity. Dan further states that the Berwyn Fund “has tended to perform like a higher-quality fund, holding up well in rough markets, such as 2008 and 2011, and lagging in the latter stages of buoyant ones, such as 2006 and recent years.”

The thoughts and opinions expressed in the article are solely those of the person speaking. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505. Read it carefully before investing. Distributed by IMST Distributors, LLC.  Chartwell TSC Securities Corp provides wholesaling and marketing services to its affiliates, Chartwell Investment Partners, LLC, an SEC-registered investment advisor and TriState Capital Bank, a Pennsylvania chartered bank. The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

 

This article was published September 24th, 2014, on Morningstar.com

In the article, “These Allocation Funds Have Earned Their Keep,” author Christine Benz cites the Berwyn Income Fund as one of eight funds from 300 allocation funds that have 10-year records and have beaten the plain-vanilla balanced index. Christine states, “Just eight funds have both higher 10-year returns and a lower standard deviation than the index.”

The thoughts and opinions expressed in the article are solely those of the person speaking. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505. Read it carefully before investing. Distributed by IMST Distributors, LLC. Chartwell TSC Securities Corp provides wholesaling and marketing services to its affiliates, Chartwell Investment Partners, LLC, an SEC-registered investment advisor and TriState Capital Bank, a Pennsylvania chartered bank. The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

 

This article was published in the July 2014 Fund Spy: Morningstar Medalist Edition.

In the article, “The Few, The Proud, The 30-Year Veterans With Good Results,” author Dan Culloton cites the Berwyn Fund as one of six Morningstar Medalist funds with remarkable longevity and results.

The thoughts and opinions expressed in the article are solely those of the person speaking. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505. Read it carefully before investing. Distributed by IMST Distributors, LLC.  Chartwell TSC Securities Corp provides wholesaling and marketing services to its affiliates, Chartwell Investment Partners, LLC, an SEC-registered investment advisor and TriState Capital Bank, a Pennsylvania chartered bank. The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

 

This article was published in the June 2014 issue of Morningstar FundInvestor.

In the article, “Fantastic 48,” author Russell Kinnel cites the Berwyn Income Fund as one of 48 funds with good stewardship, low costs and manager tenure out of more than 7,000 tested. He’s quoted as saying, “This is a nice little conservative-allocation fund that keeps chugging along.”

The 48 funds that made the list passed a stringent set of selection criteria. To qualify, a fund must have:

  • Beaten the fund’s benchmark since the start date of the longest-tenured manager
  • Expense ratios in the cheapest quintile of the category
  • A manager with at least five years’ worth of experience
  • A Morningstar Analyst Rating of Bronze or better
  • A positive parent organization rating
  • At least one manager who has at least $500,000 invested in the fund
  • An overall Morningstar Risk that is not “High”Not been limited to institutional investors

The thoughts and opinions expressed in the article are solely those of the person speaking. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505. Read it carefully before investing. Distributed by IMST Distributors, LLC. Chartwell TSC Securities Corp provides wholesaling and marketing services to its affiliates, Chartwell Investment Partners, LLC, an SEC-registered investment advisor and TriState Capital Bank, a Pennsylvania chartered bank. The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

 

The Berwyn Fund (BERWX), our flagship small-cap value fund, celebrated its 30th anniversary on May 4th, 2014. BusinessWire.com issued a press release to commemorate the milestone. An excerpt of the release is listed below:

The Killen Group Celebrates 30th Anniversary of Berwyn Fund
Firm’s Deep Value Approach Remains Relevant amid Changing Markets, Investor Expectations
May 06, 2014 10:00 AM Eastern Daylight Time

BERWYN, Pa.–(BUSINESS WIRE)–The Killen Group, a boutique investment management firm recognized for its deep value approach, today announced the 30-year anniversary of its Berwyn Fund. The longevity of the small cap value fund, which is approaching a half-billion dollars in assets, validates the firm’s investing model and reinforces its commitment as a steward for the fund’s shareholders. The fund’s assets have grown steadily since inception despite changing market conditions, investment options and investor expectations.

“I’m very proud of this milestone but I’m even prouder of the value we’ve delivered for our shareholders over the last 30 years,” said Robert E. Killen, Chairman and CEO of The Killen Group and Chairman and President of The Berwyn Funds. “This fund was founded in 1984 based on the philosophy that we could find value in the small cap space. We’ve actually stayed true to that investing approach in each of our three funds, we’ve maintained a consistent team and we’ve always put our shareholders first. Those are the things that have made us successful for so long and we’re committed to maintaining that approach indefinitely.”

The Killen Group’s present investment team has been together for more than a decade. In addition to Killen, the team is comprised of Portfolio Managers Lee Grout, George Cipolloni, and Mark Saylor who collectively make up the Investment Committee and have been instrumental in carrying out the firm’s investment philosophy and growing the Berwyn family of funds. Beyond the Berwyn Fund, the firm launched the Berwyn Income Fund in 1987 and a mid/large cap value fund called the Berwyn Cornerstone Fund in 2002. The Berwyn family of funds, which has more than $3.0 billion in assets under management, seeks to provide investors with a diversified set of portfolios with exposure to a broad range of value oriented assets.“

When I think about why we’ve been successful it really comes down to two things: consistency and independence,” said Mike Magee, Chief Operating Officer of The Killen Group. “We’ve stayed consistent with our deep value investing approach, we’ve maintained a consistent investment team and we’ve been able to make the right decisions for our shareholders because we’re an independent, investment-centric business. They may seem like basic concepts, but those are the qualities that have allowed us to achieve success for our shareholders and Advisor partners.”

The thoughts and opinions expressed in the article are solely those of the person speaking. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505. Read it carefully before investing. Distributed by IMST Distributors, LLC. Chartwell TSC Securities Corp provides wholesaling and marketing services to its affiliates, Chartwell Investment Partners, LLC, an SEC-registered investment advisor and TriState Capital Bank, a Pennsylvania chartered bank. The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

 

In the Morningstar article, “Small Fund Firms, Strong Stewards,” author Adam Zoll cites The Berwyn Funds as one of the firms with good stewardship and reasonable fees that can come in small packages. Additionally, he quotes Greg Carlson, Morningstar’s analyst, stating, “The firm has been shareholder-friendly, charging expense ratios that are reasonable given their modest asset bases.” Zoll references, “Carlson also likes the fact that the fund’s management team invest heavily in its three funds.”

Morningstar.com

The thoughts and opinions expressed in the article are solely those of the person speaking. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505. Read it carefully before investing. Distributed by IMST Distributors, LLC. Chartwell TSC Securities Corp provides wholesaling and marketing services to its affiliates, Chartwell Investment Partners, LLC, an SEC-registered investment advisor and TriState Capital Bank, a Pennsylvania chartered bank. The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

 

In the Morningstar article, “Readers’ Favorite ‘Easy-to-Own’ Investments,” author Christine Benz recently polled her readers for their investment choices and references the Berwyn Income Fund as one of the readers’ top picks as a “sleep-at-night” investment.

Morningstar.com

The thoughts and opinions expressed in the article are solely those of the person speaking. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505. Read it carefully before investing. Distributed by IMST Distributors, LLC. Chartwell TSC Securities Corp provides wholesaling and marketing services to its affiliates, Chartwell Investment Partners, LLC, an SEC-registered investment advisor and TriState Capital Bank, a Pennsylvania chartered bank. The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

 

 

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