The Berwyn Funds, formerly advised by The Killen Group, can be traced back to 1984. Effective in April 2016, Chartwell Investment Partners, LLC, acquired The Killen Group and assumed management responsibilities for the Berwyn family of funds. Chartwell Investment Partners is a Berwyn, Pennsylvania based investment firm, founded in 1997, that is dedicated solely to the investment advisory business.
The Berwyn Funds believe in the importance of independent, intensive, fundamental research, often with a contrarian view. Our experienced investment team evaluates each company on the basis of its fundamental characteristics, and all of our research is performed in-house. By performing our research independently, we can remove the emotions of the marketplace from our analysis and focus on obtaining a comprehensive understanding of each company’s business in order to determine its value.
We are value managers, buying fundamentally sound equity and fixed income securities that are most probably out-of-favor with the investment community. We are long-term oriented and seek to invest in the securities of companies that have the financial wherewithal to withstand unexpected changes in their industry, or the overall economy. As equity investors, we attempt to purchase a business for less than its intrinsic value. As fixed income investors, we are disposed to be particularly conservative; however, we have demonstrated an ability to be opportunistic when the rewards, relative to risk, are compelling.
Finally, our investment mindset is based upon “owning a piece of a business” and therefore, we attempt to invest in companies operated by managers who also think as “owners.”
As of the close of trading June 30, 2016
Our seasoned investment professionals take the long-term view and put our shareholders first.Learn More
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