Chesapeake Mutual Funds

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Differentiating Factors

Idea Generation

  • Proprietary idea generation focused on bottom-up stock analysis
  • Avoid theme-based investments, market timing and sector rotation
  • Universe of companies covered through frequent contacts
  • Contacts managed through in-house research library

Portfolio Construction and Risk Management

  • Controlled sector and industry exposure
  • Limited position sizes
  • Restricted security count strengthens forced displacement methodology

Team Construct

  • Stock picking generalists pursue due diligence across sectors and throughout the market cap spectrum
  • Research team structure promotes objectivity and pursuit of the best opportunities
  • Collaborative effort enables a thorough understanding of risk and reward

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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