It’s not easy finding opportunities in the small-cap value space, but Chartwell Investment Partners’ Small-Cap Value strategy, a 2015 SMA Manager of the Year, has returned 3.9% above the Russell 2000 Value Index over the past eight years.
In this video, David Dalrymple, senior portfolio manager for the SMA, explains how Chartwell’s portfolio-building process is “more art than science.”
For more on the 2015 SMA Managers of the Year, see the ThinkAdvisor landing page.