Chesapeake Mutual Funds

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Investment Approach

Investment Philosophy

Gardner Lewis has a performance oriented culture, utilizes a generalist research team structure, and pursues a grass roots due diligence process oriented toward gathering differentiated insight about its target investments. They believe these three factors are integral to their success, represent a competitive advantage and serve as the cornerstone of their investment approach.

Bottom-up Research

  • They believe that superior investment results can be achieved by uncovering opportunities at the individual stock level
  • Their goal is to generate return through stock selection rather than sector or market based themes
  • They believe their proactive approach leads them to glean insights about businesses that may not be fully understood by Wall Street

Geese migration

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