The Few, The Proud, The 30-Year Veterans…

This article was published in the July 2014 Fund Spy: Morningstar Medalist Edition.

In the article, “The Few, The Proud, The 30-Year Veterans With Good Results,” author Dan Culloton cites the Berwyn Fund as one of six Morningstar Medalist funds with remarkable longevity and results. 

The thoughts and opinions expressed in the article are solely those of the person speaking.  The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser.  The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio.  There can be no assurance with regard to future market movements. Mutual fund investing involves risk.  Principal loss is possible.  The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing.  The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505.  Read it carefully before investing.  Distributed by IMST Distributors, LLC.  The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

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

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IMST Distributors, LLC is a FINRA registered broker-dealer.

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