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Carillon Chartwell Small Cap Value Class I (CWSIX)

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22.86 +0.36    +1.60%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 88.36M
Chartwell Small Cap Value I 22.86 +0.36 +1.60%

CWSIX Overview

 
On this page you'll find an in-depth profile of Carillon Chartwell Small Cap Value Class I. Learn about the key management, total assets, investment strategy and contact information of CWSIX among other information.
Category

Small Value

Total Assets

88.36M

Expenses

1.05%

Inception Date

40984

Contact Information

Address P.O. Box 23572
St. Petersburg,FL 33742
United States
Phone 1.800.421.4184

Top Executives

Name Title Since Until
Reid T. Halloran Portfolio Manager 2024 Now
Biography 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
Biography 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
Biography 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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