Philosophy

Investing Driven by Conviction

A firm-wide commitment to fundamental research

We believe that actively managed strategies with high conviction and lower turnover will generate a consistent pattern of portfolio returns over the long term.

Our Portfolio Managers take a long-term perspective with their investments, maintain focused portfolios, and strive for increased active share of their holdings to deliver attractive investment performance.

Our investment strategies reflect the highest conviction ideas of our Portfolio Managers.

As a signatory to the UN Principles for Responsible Investment (UN PRI), we have committed to upholding the 6 Principles for Responsible Investment, which reflects our belief in the value creation of ESG.

One manifestation of this is our adoption of ESG considerations in our firm proxy voting policy and the commitment to an expert business partner to research and vote proxies. Holding management accountable for their obligations to all stakeholders is critical to seeing good governance practices perpetuated.

Download Our ESG Statement

IMPORTANT INFORMATION: The information provided on this website is for informational purposes only, is of a general nature, and should not be construed as investment advice or to provide any investment, tax, financial, or legal advice or service to any person. Decisions based on the information contained on the website are the sole responsibility of the visitor, and the visitor agrees to hold Chartwell harmless against any claims arising from those decisions. The views expressed represent the opinions of Chartwell and are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. All investing is subject to risk, including the possible loss of money you invest. Past performance is no guarantee of future results.