Overview

Chartwell Investment Partners, LLC is the subadviser to the Carillon Chartwell Mid Cap Value Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser.

The investment objective of the Carillon Chartwell Mid Cap Value Fund is to seek long-term capital appreciation.

Our Approach

The Carillon Chartwell Mid Cap Value Fund (BERCX) seeks long-term capital appreciation from companies with market capitalizations of $2B to $25B. We look for companies that exhibit strong growth, profitability, and financial strength characteristics.

We believe that a company’s valuation history is an important indicator of value and opportunity.

We seek companies that have shown, historically, to offer lower volatility from companies that have grown faster with more cash flow, which has resulted in attractive risk-adjusted performance.

A Word about Risk

Mutual Fund investing involves risk, including the potential loss of principal. Mid-Cap securities may be subject to more abrupt market movements and may have lower trading volumes than securities of larger, more established companies. Value investing is subject to the risk that the market will not recognize a security’s inherent value, or that a stock judged to be undervalued may actually be appropriately priced or overvalued. Foreign securities involve greater currency valuation, economic, political, and regulatory environment risk relative to U.S. securities. The Fund may invest in ETFs and therefore would be subject to the same risks as the underlying securities in which the ETF invests as well as entails higher expenses than if invested into the underlying ETF directly. The Fund is a non-diversified fund which may present greater risks than a diversified fund that invests in a greater number of issuers.