Growth Equity Strategies

INVESTING IN COMPANIES POSITIONED FOR GROWTH

Our Growth Equity Strategies invest in small and mid cap growth companies that are experiencing healthy organic growth, while reporting stable to improving operating margins. Investments are initiated opportunistically and grow as our conviction increases.

 

We seek to add value through quality stock selection, based on our in depth fundamental research exclusively on small or mid cap companies that are growing rapidly.

 

Strategy Facts

Small Cap Growth
Strategy Inception:
4/1/1997
Benchmark:
Russell 2000 Growth
Investment Options:
Separate Account
Mutual Fund
Mid Cap Growth
Strategy Inception:
1/1/2001
Benchmark:
Russell Mid Cap Growth
Investment Options:
Separate Account
  • All investing is subject to risk, including the possible loss of money you invest. Past performance is no guarantee of future result.
  • The views expressed on this website were current as of the date indicated and are subject to change.
  • Separate account minimum is $5 million. See form ADV2A under Disclosure tab for related fee schedule.

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.