The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:An $11.5B-AUM Boutique Adds Another Bond Fund Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, October 5, 2021

An $11.5B-AUM Boutique Adds Another Bond Fund

Reported by Neil Anderson, Managing Editor

A 24-year-old, 11.5-billion-AUM (as of June 30) boutique asset manager's team recently rolled out another fixed income mutual fund. $7 billion of the Berwyn, Pennsylvania-based firm's AUM is in fixed income.

Christine F. Williams
Chartwell Investment Partners, LLC
Founding Partner, Senior Portfolio Manager
Last week, Tim Riddle, CEO of Chartwell Investment Partners, LLC [profile], revealed the new Chartwell Short Duration Bond Fund (CWSDX). The fund is run by a seven-person investment team that includes five PMs: Thomas Coughlin, James Fox, John Hopkins, Andrew Toburen, and Christine Williams. Williams and Fox are the lead PMs on the fund.

The new fund comes with an expense ratio of 39 basis points, including a 192bps fee waiver that will last at least until September 22, 2022.

Other service providers for the new fund include: BBD, LLP as independent accounting firm; Foreside Fund Services, LLC as distributor; Stradley Ronon Stevens & Young, LLP as counsel; Ultimus Fund Solutions as fund account accountant, fund administrator, and transfer agent; and UMB Bank, n.a. as custodian.

Riddle lauds the new fund as "another quality short duration fixed income option for [Chartwell's] clients.

Chartwell's team of more than 50 people specializes in bottom-up, fundamental investing in both equity and fixed income strategies, for institutional investors and, through RIAs, for retail investors. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2024: Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use