Our philosophy

We believe that actively managed strategies with high conviction and lower turnover will generate a consistent pattern of portfolio returns over the long term. Our seasoned portfolio managers take a long-term perspective with their investments, maintain focused portfolios and strive for increased active share of their holdings to deliver attractive investment performance.

Our investment strategies reflect the highest conviction ideas of our portfolio managers.

Fundamental research

Fundamental research is the foundation that our investment strategies are built on. This approach gives us confidence to make informed portfolio decisions that benefit our clients.

Long-term strategies

While it’s tempting to listen to short-term market noise, we create value by staying consistent, even through times of market volatility. Our teams consistently follow their time-tested investment processes and remain focused on generating stable yet attractive performance for our clients.

Intellectual capacity

Where some other firms work in silos, at Chartwell, we maintain an operating environment that encourages the sharing of ideas. Our investment teams to share ideas across product lines and asset classes. With our culture of collaboration and open communication, teams can leverage the diverse expertise and perspectives within the organization to make informed investment decisions and drive growth across our strategies.

Responsible investing

As a signatory to the UN-supported Principles for Responsible Investment (UN PRI), we have committed to upholding the 6 Principles for Responsible Investment, which reflects our belief in the value creation of sustainable investment practices.

Chartwell’s Sustainable Investing Policy Statement is available upon request.