Carillon Chartwell Mid Cap Value Fund - Class R6 (BERDX)

Overview

The fund is primarily focused on investing in mid-capitalization U.S. companies that are believed to be undervalued, with an investment strategy that involves allocating at least 80% of its net assets into common stocks within this sector. The fund's investment decisions are driven by a sub-adviser who leans on valuation history to scout for potential investment opportunities, emphasizing the selection of companies that not only exhibit undervaluation but also have resilient business models, robust balance sheets, and a trajectory of improving fundamentals. This approach underscores a careful and strategic method of investment, aimed at identifying and capitalizing on potential market inefficiencies and opportunities for growth and value enhancement in the mid-cap space.

Products and Services

The fund offers a distinct investment vehicle focused on mid-capitalization U.S. companies that are undervalued. Below are the primary services and products it provides:

• Investment in Mid-Cap U.S. Stocks - The core of the fund's portfolio is comprised of common stocks from mid-capitalization companies based in the U.S. This service is designed for investors looking to diversify their portfolio with investments that have the potential for growth and value increment, focusing on companies that are currently undervalued but possess strong market potential.
• Valuation-Based Investment Strategy - Leveraging a strategic approach that emphasizes valuation history, the fund identifies companies that are undervalued but have durable business models, strong financials, and promising prospects for fundamental improvement. This methodology aims at maximizing returns by investing in companies that are priced below their intrinsic value but show signs of upward correction.