CHARTWELL INVESTMENT PARTNERS

Since its founding in 1997, Chartwell has successfully grown into a 40+ person, boutique investment management firm with approximately $11.4 billion of assets under management. Located in Berwyn, Pennsylvania, Chartwell is a wholly-owned subsidiary of Raymond James Investment Management (a subsidiary of Raymond James Financial) since 2022... Consistent investment performance comes from a consistent team. Similar to the companies we invest in, we believe that experienced management teams are a foundation for success. At Chartwell, our tenured Portfolio Management teams have low turnover and extensive industry experience... We maintain a firm-wide commitment to fundamental research. Our Portfolio Managers and Analysts believe in the importance of intensive bottom-up analysis and evaluate each company on the basis of its fundamental characteristics.

Primary location: Berwyn United States