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Chartwell Funds


Dalrymple is a senior portfolio manager with Delaware Management Company since 1991. Previously, he spent five years as an assistant portfolio manager with Lord Abbett and Company. Dalrymple is a Chartered Financial Analyst and a member of the Financial Analysts of Philadelphia. Burwell joined Delaware Management in 1992, after spending six years as an analyst and portfolio manager with Midlantic National Bank. Previously, he held security-analyst positions with Balis & Zorn and First Fidelity Bank. Burwell is a Chartered Financial Analyst and a member of both the Association for Investment Management and Research and the Philadelphia Society of Financial Analysts.
 
Chartwell Small Cap Value seeks growth of capital, with a secondary objective to provide current income. The fund normally invests 80 percent of its net assets in equity securities of smaller companies, which are defined as companies with a market capitalization between 100 million dollars and 2.5 billion dollars. The fund's Advisor looks for reasonably priced smaller companies with strong business prospects and potential change factors that are likely to increase the market's interest in the stock.
 
Chartwell Large Cap Core seeks growth of capital, with a secondary objective to provide current income. This fund normally invests 80 percent of its net assets in equity securities primarily of large companies, which are defined as companies with a market capitalization of 1 billion dollars or more. The fund's Advisor uses a disciplined approach to select dividend-paying equity securities that are undervalued, reasonably priced, and have prospects for continued consistent growth.
 
The company has a well established and experienced team of managers with years of experience they have acquired over years in the industry. They work diligently to make the best returns on your investment and at the same time keeping your invest as secure as possible.

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