Chartwell Investment Partners invest in large/mid cap and small cap US equities that demonstrate above-average growth in revenue, margins, and profits. This is done by looking for fundamentally strong companies (i.e., superior products and services) that are poised for growth (a strong team of managers and a scalable business model). Chartwell identifies these companies through bottom-up research and looks to see when the right stocks are attractively valued. Their seasoned investment team, with two senior portfolio managers and nine analysts, brings together an extensive knowledge base to the decision-making process.
Eagle Global Advisors ("Eagle") is owned by its employees. Eagle uses a team approach for the management of the International Fund, with each member of the team assuming responsibility for a geographic area of the globe and specific market sectors within that geographic area.
Edward R. Allen III, Ph.D., CFA
Thomas N. Hunt III, CFA, CPA
Barrow, Hanley, Mewhinney & Strauss, Inc. (BHMS) is a wholly owned subsidiary of Old Mutual Asset Managers, LLC, a subsidiary of Old Mutual plc, an international financial services group located in London, England.
Westwood Management Corp. is a wholly owned subsidiary of Westwood Holdings Group, Inc., a publicly traded company (NYSE:WHG). Westwood is a Registered Investment Advisory Firm. Westwood utilizes a team of investment professionals who are responsible for the day-to-day recommendations regarding the investment of the portfolio.