Chartwell Mutual Funds

The Chartwell Small Cap Value Fund offers shareholders access to the same philosophy and investment approach as our Small Cap Value separately managed account portfolio.

The Chartwell Short Duration High Yield Fund offers shareholders access to a similar philosophy and investment approach as our Short Duration BB-Rated High Yield separately managed account.

Chartwell’s Mutual Funds are distributed by IMST Distributors, LLC. To access the Funds’ website, please click here.

 

 

 

Research

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The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Chartwell Investment Partners. Any securities identified in any site content, do not represent all of the securities purchased, sold or recommended for advisory clients. For a full list of recommendations made in the preceding year or a copy of our Form ADV Part 2 for more information on the strategies offered by Chartwell and the investment risks associated with each strategy, send an email to: [email protected]. All investing is subject to risk, including the possible loss of money you invest. Past performance is no guarantee of future results.

Chartwell Investment Partners is a SEC Registered Investment Adviser. Chartwell Investment Partners provides investment advice with respect to equity and fixed income securities for a variety of clients, including institutional accounts and registered investment companies.