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 09/30/16. The fund's latest filing disclosed 6BN in positions, representing 73% of the manager's regulatory AUM.

CHARTWELL INVESTMENT StockAlpha

-4.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CHARTWELL INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BC 2.17% Cons. Disc. 14.74% 0.19% 2 8%
MGM 2.02% Cons. Disc. 10.07% 0.07% 1 11%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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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 INVESTMENT Portfolio Concentration

CHARTWELL INVESTMENT Location

1235 WESTLAKES DRIVE
SUITE 400
BERWYN, Pennsylvania
UNITED STATES, 19312

CHARTWELL INVESTMENT Contact Information

Phone Number: 610-296-1400
Fax Number: 610-296-1430
Website:

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