For additional information on the Funds, or if you would like any literature mailed to you, please call Shareholder Services at 1-888-995-5505

Prospectus, SAI & Reorganization Documents


Statement of Additional Information

Summary Prospectus for the Berwyn Fund

Summary Prospectus for the Berwyn Income Fund

Summary Prospectus for the Berwyn Cornerstone Fund

Proxy Statement and Reorganization Agreement

Annual Reports

2016 Semi-Annual Report

2016 First Half Summary

2016 Mid-Year Commentary, The Berwyn Fund

2016 Mid-Year Commentary, The Berwyn Income Fund

2016 Mid-Year Commentary, The Berwyn Cornerstone Fund

2015 Annual Report

2015 Semi-Annual Report

2014 Annual Report

Quarterly Reports

2016 First Quarter Report, The Berwyn Fund

2016 First Quarter Report, The Berwyn Income Fund

2016 First Quarter Report, The Berwyn Cornerstone Fund

2015 Third Quarter Report 

2015 First Quarter Report

2014 Third Quarter Report 

Applications, Forms & Policies

Account Applications

Redemption Form

Investment Policy Statement

Code of Ethics

Proxy Voting Policy

XBRL Files : eXtensible Business Reporting Language

The XBRL files above can only be read with special viewer software.  Additional information on the XBRL language and a free version of the viewer software is available on the SEC’s website at

Please note that the XBRL file does not include all of the information contained in the Prospectus. To access the full text of the Prospectus, click on the Prospectus link above.

Funds Snapshot

As of the close of trading September 27, 2016

Berwyn Fund




Berwyn Income Fund




Berwyn Cornerstone Fund




Meet our team

Meet our team

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

Learn More

You are about to leave The Berwyn Funds’ website. 

This is not an investment recommendation or a solicitation to become a client of Chartwell Investment Partners, LLC.

By accepting you will be leaving the Berwyn Funds website. Berwyn Funds are distributed by IMST Distributors, LLC. 
IMST Distributors, LLC is a FINRA registered broker-dealer.

Accept Cancel