CHARTWELL INVESTMENT Overview
Chartwell Investment Partners Inc. is an investment advisor that manages 7.7 BN dollars in regulatory AUM and has 48 employees, of which 30 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 3BN in positions, representing 44% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 3BN in positions, representing 44% of the manager's regulatory AUM.
CHARTWELL INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CHARTWELL INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 2.96% | Tech | 19.44% | 0.21% | 0 | 45% | ||
| AAPL | 2.36% | Tech | 6.16% | -0.15% | 0 | 39% | ||
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FEATURED IN
CHARTWELL INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James F. Getz | Chairman | March-2014 |
| George G. Hagar | Chief Financial Officer, Treasurer And Secretary | March-2015 |
| Edward N. Antoian | Chief Investment Officer -- Growth Group | March-2014 |
| Timothy J. Riddle | Chief Executive Officer | March-2014 |
| Luann M. Molino | Chief Compliance Officer | March-2015 |
| Michael J. Mccloskey | Managing Partner, Director Of Client Services & Marketing | March-2014 |
CHARTWELL INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
CHARTWELL INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Chartwell’s methods of security analysis are both fundamental and technical in nature. The main sources of information used include: financial newspapers and magazines, research materials prepared by others, corporate rating services, inspections of corporate activities, company press releases and annual reports, prospectuses and filings with the SEC, interviews with company executives and broker analysts. The investment strategies we use to implement any investment advice given to clients include: long term purchases (securities held at least a year), short term purchases (securities sold within a year), trading (securities sold within 30 days), short sales, margin transactions, option writing including covered options, uncovered options or spreading strategies. We offer investment advice concerning a wide range of investment styles but predominantly advise clients regarding investments in U.S. securities. The...
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Chartwell’s methods of security analysis are both fundamental and technical in nature. The main sources of information used include: financial newspapers and magazines, research materials prepared by others, corporate rating services, inspections of corporate activities, company press releases and annual reports, prospectuses and filings with the SEC, interviews with company executives and broker analysts. The investment strategies we use to implement any investment advice given to clients include: long term purchases (securities held at least a year), short term purchases (securities sold within a year), trading (securities sold within 30 days), short sales, margin transactions, option writing including covered options, uncovered options or spreading strategies. We offer investment advice concerning a wide range of investment styles but predominantly advise clients regarding investments in U.S. securities. The...
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CHARTWELL INVESTMENT Portfolio Concentration
CHARTWELL INVESTMENT Location
1235 WESTLAKES DRIVE
SUITE 400
BERWYN, Pennsylvania
UNITED STATES, 19312
SUITE 400
BERWYN, Pennsylvania
UNITED STATES, 19312
CHARTWELL INVESTMENT Contact Information
Phone Number: 610-296-1400
Fax Number: 610-296-1430
Website: http://www.chartwellip.com
Fax Number: 610-296-1430
Website: http://www.chartwellip.com
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