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Carillon Chartwell Small Cap Value Class I (CWSIX)

US Funds

从投资组合添加/删除添加至投资组合

15.03 +0.09 +0.60%

03/01 - 延迟数据. USD 货币

类型: 基金

市场: 美国

发行商: Chartwell Investment Partners

资产类别: 股票

晨星评级:
总资产: 79.09M

CWSIX概述

本页面提供Carillon Chartwell Small Cap Value Class I的详细介绍，帮助您了解CWSIX的高管、总资产、投资策略和联系方式等信息。

种类

Small Value

总资产

79.09M

费用

1.05%

开始日期

40984

联络信息

地址 P.O. Box 23572
St. Petersburg,FL 33742
United States

电话 1.800.421.4184

网址 www.carillontower.com

高管

名称	标题	任期	至
Reid T. Halloran	Portfolio Manager	2024	now
背景介紹	Reid joined Chartwell in 2010. Prior to joining Chartwell in 2010, Reid worked as an Investment Analyst at Aberdeen Asset Management in the North American Equities division. Reid earned a Bachelor of Science degree in Business Management from Babson College. He began his investment career in 2006.
T. Ryan Harkins	Senior Portfolio Manager	2020	now
背景介紹	T. Ryan Harkins, CFA, has more than 20 years of investment experience. Mr. Harkins is a Senior Portfolio Manager and has been with Chartwell since 2007. Prior to joining Chartwell, Mr. Harkins was a Portfolio Manager and Research Analyst at Credit Suisse Asset Management where he co-managed the firm’s small cap value strategy. From 1997 to 2000, he was an Investment Banker at Morgan Keegan & Company where he specialized in private placements for small public and private companies. Mr. Harkins holds a Bachelor’s degree from Duke University, an MBA from University of Pennsylvania’s Wharton School and is a Chartered Financial Analyst.
David C. Dalrymple	Managing Partner, Senior Portfolio Manager	1999	now
背景介紹	David C. Dalrymple, CFA, has been with Chartwell since its inception in 1997. He has served as Chartwell’s Managing Partner and Senior Portfolio Manager since 1997. During the past nineteen years, Mr. Dalrymple has been the lead portfolio manager of the firm’s Small Cap Value strategy serving institutional, high net worth, and mutual fund sub-advisory clients. Mr. Dalrymple is part of a dedicated investment team of four investment professionals. From 1991 to 1997, Mr. Dalrymple served as Portfolio Manager at Delaware Investment Advisers, managing a small cap value mutual fund, the Value Fund, and assisting in managing mutual funds and institutional assets in small and mid-cap styles. Prior to joining Delaware Investment Advisers, Mr. Dalrymple was an assistant portfolio manager at Lord Abbett & Co. managing mid-cap value and small-cap growth products. Mr. Dalrymple holds a Bachelor of Science degree in Business Management from Clarkson University and an MBA from Cornell University’s Johnson School and is a Chartered Financial Analyst.

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近期报价

	名称	价格	涨跌额	涨跌幅
	Chartwell Small C.	15.03	+0.09	+0.60%