Chesapeake Mutual Funds

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Adviser History

Gardner Lewis original office‘1990’ Centreville, DE

Gardner Lewis Asset Management was founded in April 1990 by W. Whitfield Gardner and John L. Lewis IV.

The firm is rooted in the belief that a “roll-up-the-sleeves” approach to investing is the best way to uncover unrecognized opportunities. Since its inception, the firm has been 100% employee owned and maintains independence from any outside business affiliations or joint ventures. While client growth and research team depth necessitated a larger working space, Gardner Lewis remains rooted in the Brandywine Valley with its office located in Chadds Ford, Pennsylvania.

Gardner Lewis current offices
‘2010’ Chadds Ford, PA

Gardner Lewis fosters a team environment to provide the highest level of operational expertise and service to its clients. From the beginning, Gardner Lewis has valued a distinctive firm culture and has focused on capturing the highest returns through a process that is differentiated and consistent. The firm believes these factors are integral to the value they offer their clients.

W. Whitfield Gardner

W. Whitfield Gardner

Portfolio Manager / Partner

Mr. Gardner has served as Chairman and Chief Executive Officer of Gardner Lewis Asset Management since the firm’s founding. Previously, he was a lead Portfolio Manager with Friess Associates and its Brandywine Fund. Prior to joining Friess Associates, he worked as an Investment Analyst with Investments Orange Nassau, a Netherlands-based venture capital firm, with interests in both private and public companies. This position stemmed from employment with MBank, then a $20 billion bank holding company, where he analyzed companies as well as industry groups. He began his investment career at Lehman Brothers Kuhn Loeb (prior to the Shearson Merger). Mr. Gardner received his B.B.A. in Finance from Southern Methodist University.

Gardner Lewis Asset Management serves as the investment adviser to the Chesapeake Funds. Chesapeake Funds are offered by prospectus and summary prospectus only to U.S. individual and institutional investors. An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus and summary prospectus contains this and other information about the Fund. A copy of the prospectus and summary prospectus is available by calling the Fund directly at (800) 430-3863 or the Fund’s Adviser at (610) 558-2800. The prospectus and summary prospectus should be read carefully before investing.

The Chesapeake Funds may not be available for sale in all states. The information presented on this page is not an offer to sell or a solicitation of an offer to purchase shares of the fund.

Underwriter and Distributor: Ultimus Fund Distributors, LLC
225 Pictoria Drive, Suite 450, Cincinnati, OH 45246
Phone: (800) 430-3863