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Three Experienced professionals join Chartwell investment Partners

May 4, 2018

Chartwell Investment Partners, a wholly owned subsidiary of Tristate Capital Holdings is pleased to welcome Columbia’s exceptional investment professionals and clients into Chartwell...Read More

BERIX Featured on Morningstar: 2 Strong Multi-Asset Funds

January 4, 2018

Click here to view article and video

Berwyn Cornerstone Fund rebrands as Chartwell Mid Cap Value Fund (BERCX)

September 5, 2017
Chartwell Investment Partners announced the rebranding of its Berwyn Cornerstone Fund as Chartwell Mid Cap Value Fund (BERCX)...Read More

Chartwell Launches Small Cap Growth Fund

August 9, 2017
Chartwell Investment Partners, a subsidiary of TriState Capital Holdings, Inc. (NASDAQ: TSC), announced the launch of its Chartwell Small Cap Growth Fund (CWSGX)...Read More  

Income Equality

January 17, 2017
In the January 16, 2017, edition of Barron's weekly, Sarah Max interviews BERIX co-managers George Cipolloni and Mark Saylor on… Read More

Fantastic 45

September 13, 2016
This article was published in the July 2016 issue of Morningstar Fund Investor.In the article, “Kinnel’s Fantastic 45 Funds,” author Russell Kinnel… Read More

4 Little Medalists

June 24, 2016
Morningstar.com

June 20, 2016
In the article, “4 Little Medalists,” author Russell Kinnel cites the Berwyn Fund as a Morningstar small-cap medalist with…Read More

6 U.S. Equity Funds for Risk-Averse Investors

May 24, 2016
Morningstar.com
In the article, “6 U.S. Equity Funds for Risk-Averse Investors,” author Karen Wallace includes the Berwyn Income Fund…Read More

Fantastic 50

August 24, 2015
This article was published in the June 2015 issue of Morningstar Fund Investor. In the article, “Fantastic 50,” author Russell Kinnel once…Read More

January 4, 2018

2 Stong Multi-Asset Income Funds

Click Here for the disclosure that Must accompany the January 4, 2018 Morningstar Article.

 

FOR IMMEDIATE RELEASE

BERWYN CORNERSTONE FUND REBRANDS AS CHARTWELL MID CAP VALUE FUND (BERCX)
Veteran Portfolio Manager David Dalrymple Leads Chartwell’s Mid Cap Value Team

BERWYN, PA — Sept. 5, 2017 — Chartwell Investment Partners announced the rebranding of its Berwyn Cornerstone Fund as Chartwell Mid Cap Value Fund (BERCX). Chartwell, a subsidiary of TriState Capital Holdings, Inc. (Nasdaq: TSC), manages the Chartwell Mid Cap Value Fund, which is offered on most major platforms including Fidelity, TD Ameritrade, LPL, Raymond James and Charles Schwab.

The Chartwell Mid Cap Value Fund, which as of June 30, 2017, had $23.2 million in total net assets, is designed with the potential to outperform the Russell Midcap Value Index. The fund is constructed using a bottom-up approach to stock selection, and weighs a number of factors including valuation, fundamentals, catalysts and growth prospects.

The Chartwell Mid Cap Value Fund is led by Senior Portfolio Manager David Dalrymple, a founding partner of Chartwell with more than 30 years of demonstrated investment success*. In addition to the rebranded fund, the team manages approximately $1.8 billion, including a growing base of $320 million in mid-cap value assets for Chartwell institutional and retail clients as of July 31, 2017.

“Our experienced team continually focuses on sifting through a set of companies that harbor investor doubts. The team looks for undervalued investments that we believe have provided positive risk adjusted return characteristics,” said Dalrymple.

Dalrymple’s success in small-cap and mid-cap value investing was recognized in 2015 when he was named SMA Small-Cap Value Manager of the Year by Envestnet | PMC**. Prior to Chartwell, Dalrymple served as portfolio manager at Delaware Investment Advisers, and had previously worked at Lord Abbett & Co. Dalrymple holds a Bachelor of Science in business management from Clarkson University and an MBA from Cornell University’s Johnson School, and is a Chartered Financial Analyst.

“Expanding the reach of our mid-cap value product is a tremendous opportunity for our clients and for Chartwell,” said Chartwell Managing Partner and Chief Executive Officer Tim Riddle. “Dave and his talented teammates are excited to be managing the Mid Cap Value Fund.”

In addition to its small- and mid-cap value products, Chartwell and its Berwyn Funds offer equity and fixed income mutual funds and investment strategies to institutional, retail and individual investors. The available funds are the Chartwell Small Cap Value Fund (CWSIX), Chartwell Short Duration High Yield Fund (CWFIX), Berwyn Fund (BERWX), Berwyn Income Fund (BERIX) and recently launched Chartwell Small Cap Growth Fund (CWSGX).

ABOUT CHARTWELL INVESTMENT PARTNERS
Located in Berwyn, Pennsylvania, since its founding in 1997, Chartwell has successfully grown into a boutique investment management firm with $8 billion in assets under management, as of June 30, 2017, and more than 65 professionals. Chartwell is advisor to The Berwyn Funds and Chartwell Mutual Funds. Chartwell provides equity and fixed-income investment strategies to institutional and private clients and clients of wrap fee programs through separate accounts, sub-advisory relationships and mutual funds. For more information on Chartwell, the investment management subsidiary of TriState Capital Holdings, Inc. (Nasdaq: TSC), please visit https://www.chartwellip.com/.

###

MEDIA CONTACT:
Jeff Shurilla
267-932-8760, ext. 304
jeff@hornercom.com

CLIENT RELATIONS CONTACT:
Michael Magee
610-407-4867
magee@chartwellip.com

Important Disclosures:
An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The Fund’s prospectus contains this and other information about the Fund and should be read before investing. The Fund’s prospectus may be obtained by downloading it from the Fund’s web site or by calling 1-888-995-5505.

Mutual fund investing involves risk, including the potential loss of principal. Mid-cap securities may be subject to more abrupt market movements and may have lower trading volumes than securities of larger, more established companies. Value investing is subject to the risk that the market will not recognize a security’s inherent value, or that a stock judged to be undervalued may actually be appropriately priced or overvalued. Foreign securities involve greater currency valuation, economic, political, and regulatory environment risk relative to U.S. securities. The Fund invests in ETFs and is therefore subject to the same risks as the underlying securities in which the ETF invests, and entails higher expenses than if invested into the underlying ETF directly. The Fund is a non-diversified fund which may present greater risks than a diversified fund that invests in a greater number of issuers.

On July 17, 2017 the Berwyn Cornerstone Fund was reorganized into the Chartwell Mid Cap Value Fund, which has similar, but not identical, investment objectives, as well as different investment strategies and risks.

* Past performance is no guarantee of future results.

** To qualify for an SMA Manager and Strategist of the Year Award, a manager’s team is required to have at least three years of experience running a strategy with $200 million or more in assets. In addition, a manager’s product must be reported through Envestnet | PMC’s Premium Research solutions, which are leading sources of investment-manager due diligence and research for advisors.
Award winners and finalists were selected based on Envestnet | PMC’s proprietary, systematic, and multi-factor methodology for evaluating managers. A variety of qualitative and quantitative criteria, such as firm profile, investment process and style, performance, tax efficiency, and customer service, are taken into consideration under this framework.
One cannot invest directly in an index.

Distributed by Foreside Fund Services, LLC.

Wholesaling is provided by our affiliate, Chartwell TSC Securities Corp.

 

FOR IMMEDIATE RELEASE

CHARTWELL INVESTMENT PARTNERS LAUNCHES SMALL-CAP GROWTH FUND
Veteran Portfolio Manager Frank Sustersic leads Chartwell’s growth team

BERWYN, PA — Aug. 3, 2017 — Chartwell Investment Partners, a subsidiary of TriState Capital Holdings, Inc. (NASDAQ: TSC), announced the launch of its Chartwell Small Cap Growth Fund. The Chartwell Small Cap Growth Fund (CWSGX) is available to individual investors and through major investment platforms, including Charles Schwab, TD Ameritrade, Vanguard and Pershing.

The Chartwell Small Cap Growth Fund is a broadly diversified equity fund and is designed with the potential to outperform the Russell 2000 Growth Index. The portfolio sector weightings are derived from a bottom-up, fundamental investment approach. The new fund offers the opportunity to invest in the growth strategy led by Senior Portfolio Manager Frank Sustersic, CFA, who has 28 years of established investment success.

Sustersic leads the Chartwell small- and mid-cap growth team, where members’ tenure with the group averages more than 12 years. As of June 30, 2017, Sustersic’s team managed more than $400 million in assets under management (AUM) for Chartwell institutional and retail clients.

“With the addition of the Chartwell Small Cap Growth Fund, we focus on identifying and investing in companies with specific competitive advantages and the ability to produce organic revenue growth, while generating stable to higher operating margins,” said Sustersic. “Ideally, each investment will have a specific catalyst that could increase its growth profile such as a new product launch or an acquisition.”

Sustersic has an established track record of achieving significant alpha for investors by consistently outperforming market benchmarks and leading high-performing teams of investment professionals. Previously, he was a portfolio manager at Lazard Asset Management for its US Small Cap Growth Equity Fund, and before that served in a small-cap equity portfolio management position with Turner Investment Partners. Sustersic began his career as a portfolio manager at First Fidelity Bank Corporation after earning his bachelor’s degree in economics from the Wharton School of the University of Pennsylvania.

“We’re pleased to have Frank leading the Chartwell Small Cap Growth Fund and our growth equity team,” said Chartwell Managing Partner and Chief Executive Officer Tim Riddle. “We’re committed to providing the support and resources necessary to ensure that our small- and mid-cap growth products with sustainable growth companies offer an attractive risk/reward profile while aiming to meet and exceed our clients’ expectations which have been built on the long-term results of the Chartwell franchise.”

In addition to its small- and mid-cap growth products, Chartwell and its Berwyn Funds offer equity and fixed-income mutual funds and investment strategies to institutional, retail and individual investors. The available funds are the Chartwell Small Cap Value Fund (CWSIX), Chartwell Short Duration High Yield Fund (CWFIX), Berwyn Fund (BERWX), Berwyn Income Fund (BERIX) and Chartwell Mid Cap Value Fund (BERCX).

ABOUT CHARTWELL INVESTMENT PARTNERS
Located in Berwyn, PA, since its founding in 1997, Chartwell has successfully grown into a boutique investment management firm with $8 billion in assets under management, as of June 30, 2017, and more than 65 professionals. Chartwell is adviser to The Berwyn Funds and Chartwell Mutual Funds. Chartwell provides equity and fixed-income investment strategies to institutional, private clients and clients of wrap fee programs through separate accounts, sub-advisory relationships and mutual funds. For more information on Chartwell, the investment management subsidiary of Tri-State Capital Holdings, Inc. (NASDAQ: TSC), please visit https://www.chartwellip.com/.

###


MEDIA CONTACT:
Jeff Shurilla
267-932-8760, ext. 304
215-764-2376 (mobile)
jeff@hornercom.com

CLIENT RELATIONS CONTACT:
Michael Magee
610-407-4867
magee@chartwellip.com

Important Disclosures:
An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The Fund's prospectus contains this and other information about the Fund and should be read before investing. The Fund's prospectus may be obtained by downloading it from the Fund's web site or by calling 1-888-995-5505.

Mutual fund investing involves risk, including the potential loss of principal. The Chartwell Small Cap Growth Fund invests in foreign securities which involves certain risks such as currency volatility, political and social instability and reduced market liquidity. Growth securities typically are very sensitive to market movements, particularly over the short term. Small-cap investing involve greater risk not associated with investing in more established companies, such as greater price volatility, business risk and less liquidity. From time to time, the Fund may invest a significant amount of its total assets in certain sectors of the economy, which may be subject to specific risks, like changes in governmental regulation and policy and changes in market sentiment. The Fund invests in ETFs (Exchange-Traded Funds) and is therefore subject to the same risks as the underlying securities in which the ETF invests as well as entails higher expenses than if invested into the underlying ETF directly. The Fund is newly organized and has limited operating history.

Distributed by Foreside Fund Services, LLC.

 

In the January 16, 2017, edition of Barron’s weekly, Sarah Max interviews BERIX co-managers George Cipolloni and Mark Saylor on their search for income from stocks and bonds in undervalued companies.

The article can found by clicking here.

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 2016 issue of Morningstar FundInvestor.

In the article, “Kinnel’s Fantastic 45 Funds,” author Russell Kinnel once again cites the Berwyn Income Fund as one of 45 funds with good stewardship, low costs and manager tenure out of nearly 8,000 tested.

The 45 funds that made the list passed a stringent set of selection criteria. To qualify, a fund must have:

  • Expense ratios in the cheapest quintile of the category
  • At least one manager who has at least $1,000,000 invested in the fund
  • An overall Morningstar Risk that is below the “High” level
  • A Morningstar Analyst Rating of Bronze or better[1]
  • A positive parent organization rating
  • Returns above the fund’s benchmark
  • A manager with at least five years’ worth of experience
  • Not been limited to institutional investors

[1] Morningstar Analyst Ratings are a fundamental, forward-looking rating that factors in qualitative and quantitative measures. Morningstar analysts assign the ratings on a five-tier scale with three positive ratings of Gold, Silver, and Bronze, a Neutral rating, and a Negative rating. The Analyst Rating is based on the analyst’s conviction in the fund’s ability to outperform its peer group and/or relevant benchmark on a risk-adjusted basis over the long term. If a fund receives a positive rating of Gold, Silver, or Bronze, it means Morningstar analysts think highly of the fund and expect it to outperform over a full market cycle of at least five years.

Source: http://www.morningstar.com/InvGlossary/morningstar-analyst-rating-for-funds.aspx

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
June 20, 2016

In the article, “4 Little Medalists,” author Russell Kinnel cites the Berwyn Fund as a Morningstar small-cap medalist with a small asset base. Russell continues: “You can see its appeal in the way it held up in January and February 2016 when it lost much less than its peers.” Co-managers Robert Killen and Lee Grout were mentioned for their long tenure in the fund during a variety of markets.

Morningstar Medalists are funds that have been assigned a Morningstar Analyst Rating of Bronze, Silver, or Gold, meaning that those are the funds that Morningstar thinks are likely to outperform their category peer groups and appropriate benchmarks on a risk-adjusted basis over market cycles of at least five 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.

 

 

Morningstar.com
May 17, 2016

In the article, “6 U.S. Equity Funds for Risk-Averse Investors,” author Karen Wallace includes the Berwyn Income Fund among Morningstar medalist funds that have “the potential for capital appreciation, but also a solid record of downside protection.” Karen further states, “Like other defensive funds, this one has lagged at times during strong rallies. This owes in part to management’s valuation consciousness and tendency to let cash build as prices rise.”

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 2015 issue of Morningstar FundInvestor.

In the article, “Fantastic 50,” author Russell Kinnel once again cites the Berwyn Income Fund as one of 50 funds with good stewardship, low costs and manager tenure out of nearly 8,000 tested. He’s quoted as saying, “Buying companies with strong balance sheets, dividends, and strong cash flow has made this fund a winner. ”

The 50 funds that made the list passed a stringent set of selection criteria. To qualify, a fund must have:

  • Expense ratios in the cheapest quintile of the category
  • At least one manager who has at least $1,000,000 invested in the fund
  • An overall Morningstar Risk that is below “High”
  • A Morningstar Analyst Rating of Bronze or better
  • A positive parent organization ratingReturns above the fund’s benchmark
  • A manager with at least five years’ worth of experience
  • 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.

 

An investor should consider investment objectives, risks, charges, and expenses carefully before investing. Request a prospectus which contains this and other information by calling toll free (888) 995‐5505 or visiting www.chartwellip.com. Read the prospectus carefully before investing or sending money.

 Mutual Fund Investing involves risk. Principal loss is possible.

 The Chartwell Funds are distributed by Foreside Fund Services, 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.

 

 

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