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.
The Carillon Chartwell Mid Cap Value Fund 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.
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.
Senior Portfolio Manager
36 Years Of Industry Experience
25 Years With Chartwell Investment Partners
Senior Portfolio Manager
24 Years Of Industry Experience
15 Years With Chartwell Investment Partners
Portfolio Manager
16 Years Of Industry Experience
12 Years With Chartwell Investment Partners
Research Analyst
11 Years Of Industry Experience
3 Years With Chartwell Investment Partners
Research Analyst
9 Years Of Industry Experience
3 Years With Chartwell Investment Partners
Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Call 1.800.421.4184 or your financial professional for a prospectus, which contains this and other important information about the funds. Read the prospectus carefully before you invest or send money.
Not FDIC insured. No bank guarantee. May lose value.
Carillon mutual funds may be offered only to persons in the United States and its territories, and by way of a prospectus. This website should not be considered a solicitation or offering of any Carillon mutual fund to investors residing outside the United States or its territories.
Carillon Fund Distributors®, Inc., Member FINRA. 880 Carillon Parkway, St. Petersburg, FL 33716