Value Equity Strategies

A SHARED APPROACH SEEKING TO UNCOVER VALUE

Our value strategies employ a traditional value style supplemented with both deep and relative value stocks. Our opportunity set is selected using multiple valuation yardsticks and relies heavily on company valuation relative to history. The portfolio is well diversified across all economic sectors and exhibits better growth, profitability, and financial strength characteristics than the benchmark.

Our objective is to produce low-risk scores. Portfolio decisions result from business reviews assessing the prospects of erasing these valuation discounts with a focus on fundamental and event-driven catalysts which the market should recognize.

Each strategy seeks to outperform their respective index:

  • The Small Cap Value Strategy: Russell 2000 Value Index
  • The Small Mid Cap Value Strategy: Russell 2500 Value Index
  • The Mid Cap Value Strategy: Russell Midcap Value Index

 

Strategy Facts

Small Cap Value
Strategy Inception:
01/01/1999
Benchmark:
Russell 2000 Value Index
Investment Options:
Separate Account
Mutual Fund
CIT
Small Mid Cap Value
Strategy Inception:
04/01/2014
Benchmark:
Russell 2500 Value Index
Investment Options:
Separate Account
CIT
Mid Cap Value
Strategy Inception:
01/01/2004
Benchmark:
Russell Midcap Value Index
Investment Options:
Separate Account
Mutual Fund
CIT
  • All investing is subject to risk, including the possible loss of money you invest. Past performance is no guarantee of future results.
  • The views expressed on this website were current as of the date indicated and are subject to change.
  • Separate account minimum for MCV and SMIDV is $5 million and $10 million for SCV. 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.