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. Chartwell’s Sustainable Investing Policy Statement is available upon request.