Overview

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

We strive to maintain a portfolio that is well diversified across all economic sectors and exhibits growth, profitability, and financial strength characteristics. The Carillon Chartwell Small Cap Value Fund (CWSIX) has an opportunity set using multiple valuation yardsticks that focuses heavily on company valuation relative to history.

Our Approach

The Carillon Chartwell Small Cap Value Fund (CWSIX) seeks long-term capital appreciation with a portfolio that employs a traditional value style supplemented with both deep and relative value stocks.

Our goal is to outperform the small cap value benchmark over the long term, while aiming to produce lower risk scores versus peers.

A Word about Risk

Small Cap stocks may be less liquid and are more susceptible to market volatility because they may not have the management experience, financial resources, product diversification, or competitive strengths and tend to be sold less often and in smaller amounts relative to larger companies. Foreign securities involve greater currency valuation, economic, political, and regulatory environment risk relative to US 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.