Our Products

Chartwell Investment Partners offers the following Products:

THE BERWYN FAMILY OF MUTUAL FUNDS

Chartwell Investment Partners is the advisor to The Berwyn Family of Mutual Funds since April 2016

  • Berwyn Fund (BERWX) – Small Cap Equity Value Strategy
  • Berwyn Income Fund (BERIX) – Conservative Allocation Strategy
  • Berwyn Cornerstone Fund (BERCX) – Mid/Large Cap Equity Value Strategy

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

  • Stock & Bond Portfolios for High Net Worth Individuals
  • Institutional Investment Management

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.

Institutional investors

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.

Funds Snapshot

As of the close of trading March 23, 2017

Berwyn Fund

BERWX

$29.54

+0.32

Berwyn Income Fund

BERIX

$13.73

+0.01

Berwyn Cornerstone Fund

BERCX

$17.12

+0.00

Meet our team

Meet our team

Our seasoned investment professionals take the long-term view and put our shareholders first.

Learn More

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