THE BERWYN FAMILY OF MUTUAL FUNDS
Chartwell Investment Partners is the advisor to The Berwyn Family of Mutual Funds since April 2016
Each of The Berwyn Funds are managed according to the same value investment style, philosophy and process. The advisor believes that value investing, applied in a consistent manner over a long period of time, is capable of generating excellent returns with moderate risk.
At Chartwell Investment Partners, all of the Berwyn Funds’ portfolio managers are personally invested in each of The Berwyn Funds. This is one of the many characteristics we look for when selecting investments for The Berwyn Funds. We believe that investing in companies whose management team is personally invested in their company, aligns their interests with that of shareholders.
SEPARATELY MANAGED ACCOUNTS
Chartwell Investment Partners manages separately managed accounts for high-net worth individuals and institutions.
High-net worth individuals
Our separately managed accounts span from conservative income-oriented investment strategies to all-equity portfolios. Additionally, for investors with less than our minimum account size for portfolios of individual stocks and bonds, we have investment strategies utilizing the Berwyn mutual funds in various investment allocations to meet a client’s risk/return tolerance.
Chartwell Investment Partners also manages separate institutional accounts that mirror our legacy investment vehicles within the same value investment philosophy and process. Current institutional clients include: insurance/sub-advisory clients and a UCITS sub-advised mandate. Account size and fees vary by investment strategy.
As of the close of trading March 23, 2017
Our seasoned investment professionals take the long-term view and put our shareholders first.Learn More
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