Large Cap Equity

A Shared Approach Seeking to Uncover Opportunities

DIVIDEND VALUE

The objective of the Dividend Value strategy is to deliver investment returns that exceed the Russell 1000 Value index over a full market cycle by focusing on stocks with above-average dividend yields. We invest in the highest 40% of dividend-yielding stocks to take advantage of the attractive risk-return characteristics of this subset. A secondary consideration is the inclusion of companies that raise their dividends on a consistent basis. Finally, we employ a valuation overlay that we believe enhances total returns and aids in downside protection.

COVERED CALL

The objective of the Covered Call strategy is to provide market-like returns in rising equity markets while earning superior returns in flat or down equity markets. We combine a portfolio of higher yielding stocks with a disciplined covered call strategy to provide a lower volatility total return solution for clients.

Our focus is on creating a well-diversified portfolio of stocks which we believe are undervalued relative to their strong and/or improving fundamentals. The addition of a tactical and flexible call overwriting strategy is designed to provide additional cash flow and reduces volatility of returns.

LARGE CAP GROWTH EQUITY

The objective of the Large Cap Growth Equity strategy is to help clients own a diversified portfolio of Premier Growth companies. These are businesses that possess some or all of the following characteristics:

  • Superior products or services
  • Sustainable competitive advantages
  • Large and growing total addressable markets

We seek to hold positions in these companies when doing so has the potential to generate significant long-term capital appreciation.

Strategy Facts

Dividend Value
Strategy Inception:
7/1/2002
Benchmark:
Russell 1000 Value
Investment Options:
Separate Account
Covered Call
Strategy Inception:
7/1/2008
Benchmark:
S&P 500
Investment Options:
Separate Account
Large Cap Growth
Strategy Inception:
3/1/1999
Benchmark:
Russell 1000 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.