Fixed Income Strategies at Chartwell
At Chartwell, our fixed income philosophy is rooted in discipline, risk awareness, and long-term value creation. Across our strategies, we emphasize security selection, preservation of principal, and the compounding of income—core principles that guide our approach in both investment grade and high yield markets.
Investment grade fixed income
In the investment grade space, we focus our research on the spread sectors, where we believe careful selection can make a meaningful difference. Given the asymmetric nature of bond returns, we prioritize high-quality bonds with stable or improving profiles. We seek to protect capital while generating consistent income via diversification, liquidity and risk control.
High yield fixed income
Our high yield strategies are designed for investors seeking enhanced income, diversification, and a disciplined approach to risk. In the short duration space, we employ a high quality, BB-rated only, approach to manage both credit risk and interest rate risk. We seek a steady return profile that compounds excess spread to produce consistent alpha. In the traditional high yield space, we focus on under-followed credits that we believe offer attractive risk-adjusted total return potential. The resulting portfolio has high active share and seeks uniquely differentiated excess returns.
Strategy Facts
| Strategy | Strategy Inception | Benchmark | Investment Options | |
|---|---|---|---|---|
| Short Duration BB-Rated High Yield Fixed Income |
January 1, 2006 | ICE BofA 1-3 Yr. BB Index | Separate Account Mutual Fund CIT CTF |
Learn more |
| Intermediate Fixed Income | October 1, 1997 | Bloomberg Inter. Gov/ Credit Index | Separate Account | Learn more |
| Core Fixed Income | January 1, 2004 | Bloomberg U.S. Agg. Index | Separate Account | Learn more |
| Core Plus Fixed Income | July 1, 2005 | Bloomberg U.S. Agg. Index | Separate Account | Learn more |
| Short Duration Investment Grade Fixed Income |
January 1, 2003 | Bloomberg 1-3 Yr. Gov/Credit Index | Separate Account | Learn more |
| Strategic Issue High Yield Fixed Income |
August 1, 2018 | ICE BofA HY Cash Pay Index | Separate Account | Learn more |
| Short Duration Investment Grade Corporate Fixed Income |
March 1, 2015 | Bloomberg 1-3 Yr. Credit Index | Separate Account | Learn more |
All investing is subject to risk, including the possible loss of money you invest. Past performance is no guarantee of future result. The views expressed on this website were current as of the date indicated and are subject to change. Separate account minimum is $5 million. See form ADV2A under Disclosure tab for related fee schedule.
Chartwell Fixed Income Investment Team
- 1205 Westlakes Drive Suite 100 Berwyn, PA 19312
- T: 610.296.1400
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