News & Media

From big news stories to press releases and general updates, this is your resource for staying informed on the latest developments from Chartwell Investment Partners.

Date

Headline

6/23/2023
12:05 pm EST

Insights

2023 Value Equity Thoughts – Quality Matters Again

SUMMARY

A tilt to higher quality has been a successful approach to small and mid cap value investing, both prior to and since the pandemic-era risk bubble that formed in 2020-2021 in response to monetary and fiscal stimulus. To continue reading, […] Continue Reading

1/19/2023
2:46 pm EST

Insights

2023 High Yield Thoughts – Equity in Bond Clothing

SUMMARY

High Yield bonds look very interesting compared to equities heading into 2023. After a devastating 2022 for both stocks and bonds, the average high yield bond price is less than 90 cents on the dollar. To continue reading, click here. Continue Reading

7/19/2022
12:26 pm EST

Press Release

Chartwell Re-Hires PM/Senior Analyst for its Small and Mid Cap Growth Team

SUMMARY

Chartwell Investment Partners is pleased to announce the re-hiring of Theresa Tran, CFA as a Portfolio Manager/Senior Analyst for our Small and Mid Cap Growth Team. Continue Reading

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NOTICE

Chartwell Investment Partners has prepared the attached fact sheet you are about to view for illustrative purposes only. Information contained herein is believed to be accurate but cannot be guaranteed. Opinions represented are not intended as an offer or solicitation with respect to the purchase or sale of any security and are subject to change without notice. This fact sheet describes an investment mandate generally utilized for separately managed investment portfolios with certain asset levels. For information on investment vehicles available for institutional portfolios with assets of $5,000,000 or more visit our investment strategies web pages. For individuals seeking separately managed portfolios of $250,000 or more, visit our Individual Investing web page. And for retail investments of $1,000 or more, visit our Mutual Funds web pages.

This publication has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information, you should consider its appropriateness having regard to your objectives, financial situation or needs. Individual investors and institutional investors may have different investment horizons, liquidity needs and risk tolerances. In addition, fees that may be incurred by an investor in any of the funds sponsored by Chartwell Investment Partners may be different than fees incurred by an institutional portfolio investing in similar assets of those in which the funds invest.

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