Carillon Chartwell Small Cap Value Fund

  • Overview

    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 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 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.

     
  • Investment Team

    Carillon Chartwell Small Cap Value Fund Investment Team

    David C. Dalrymple, CFA

    David C. Dalrymple, CFA

    Senior Portfolio Manager

    36 Years Of Industry Experience

    25 Years With Chartwell Investment Partners

    T. Ryan Harkins, CFA

    T. Ryan Harkins, CFA

    Senior Portfolio Manager

    24 Years Of Industry Experience

    15 Years With Chartwell Investment Partners

    Reid T. Halloran

    Reid T. Halloran

    Portfolio Manager

    16 Years Of Industry Experience

    12 Years With Chartwell Investment Partners

    Jared Marks, CFA

    Jared Marks, CFA

    Research Analyst

    11 Years Of Industry Experience

    3 Years With Chartwell Investment Partners

    Thomas W. Mattsson, CFA

    Thomas W. Mattsson, CFA

    Research Analyst

    9 Years Of Industry Experience

    3 Years With Chartwell Investment Partners

  • Price & Performance

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  • Holdings

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  • Resources


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