NEWS


Click here for standardized performance through the current quarter-end for the Chase Growth Fund and Chase Mid-Cap Growth Fund.

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. The funds impose a 2.00% redemption fee on shares held 60 days or less. Performance data does not reflect the redemption fee. If reflected, total returns would be reduced.

     
Money Life with Chuck Jaffe
(6/12/2014)

Brian Lazorishak
Technical Analysis interview with Brian Lazorishak

>> Listen to the interview
Brian Lazorishak, Portfolio Manager with Chase Investment Counsel is interviewed about technical analysis of the market.
The Street
(5/29/2014)

Peter Tuz
McDonald's Stock is Past Its Prime-Time to Throw in the Towel

>> Read the article
Peter W. Tuz, CFA, President, shares his views on McDonald's, one of the country's legendary businesses.
CNBC Street Signs
(4/25/2014)

Brian Lazorishak
Early to Dive Into Momentum Names.

>> Listen to the interview
Brian Lazorishak, Senior Portfolio Manager, comments on selective opportunities in the market.
CNBC Street Signs
(2/19/2014)

Brian Lazorishak
Ways to Play the Cold Weather

>> Listen to the interview
Brian Lazorishak provides a cold weather stock to follow.
CNBC Power Lunch
(2/5/2014)

Edward Painvain
Sell-off Not Over Yet

>> Listen to the interview
Edward Painvin shares perspective on early 2014 stock market action.
Press Release
(1/24/2014)

Peter Tuz
CHAMX receives five star rating

>> Read the article
CHAMX received a 5 star Overall Morningstar Rating™ among 638 Mid-Cap Growth Funds for the period ended 12/31/2013, derived from a weighted average of the fund's three-, five-, and ten year (if applicable) Morningstar Ratings™ metrics, which are based on risk-adjusted performance.
CNBC Street Signs
(1/9/2014)

Brian Lazorishak
Does size matter?

>> Listen to the interview
Brian Lazorishak comments on mid-cap stocks to watch in 2014.
The Street
(1/3/2014)

Peter Tuz
Interview with Peter Tuz on energy stocks

>> Listen to the interview
Peter Tuz, president and senior security analyst, joins The Street’s Gregg Greenberg to discuss energy stocks.
CCTV Biz Asia America
(12/17/2013)

Brian Lazorishak
Interview with Brian Lazorishak and Guy Berger on U.S. Economy

>> Listen to the interview
Senior vice president, Brian Lazorishak, joins RBS economist Guy Berger with a look at the U.S. economy.
CNBC's Nightly Business Report
(10/11/2013)

Brian Lazorishak
Market Monitor Beyond DC

>> Listen to the interview
Brian Lazorishak, Portfolio Manager with Chase Investment Counsel says his stock picking strategy has more to do with fundamentals and less to do with the D.C. Debacle.
CNBC's Street Signs
(9/6/2013)

Peter Tuz
Mid-Cap Stock Picks

>> Listen to the interview
Peter W. Tuz, CFA, President offers three mid-cap stock picks.
The Wall Street Journal
(8/28/2013)

Edward Painvain
It's Still All About the Fed

>> Read the article
Edward Painvin, CFA, CMT, Chief Investment Officer, shares his views on recent macro issues and what they mean to a bottom-up stock picker.
CNBC's Street Signs
(8/19/2013)

Brian Lazorishak
Know the product, not the stock

>> Listen to the interview
You may know the products and services for his three stock picks but Brian J. Lazorishak, CFA, CMT, portfolio manager for the Chase Mid-Cap Growth Fund, suggests you may not know the companies that are behind them.
CNBC's Street Signs
(7/25/2013)

Brian Lazorishak
High Flying Mid-Cap Stocks

>> Listen to the interview
Portfolio Manager of the Chase Mid-Cap Growth Fund, Brian Lazorishak, has mid-cap stocks that have been on the move this year and names even more names.
The Wall Street Journal
(7/15/2013)

Peter Tuz
Stocks Notch Another Record

>> Read the article
Peter Tuz, CFA, president, focuses on earnings when considering investor sentiment.
Press Release
(7/11/2013)

Peter Tuz
Chase Investment Counsel Lowers Fund Expenses

>> Read the article
Effective June 30, 2013, the expense ratios for both share classes of the Chase Mid-Cap Growth Fund were lowered by five basis points.
FoxBusiness TV
(6/18/2013)

Edward Painvain
Should Investors Ignore the Fed?

>> Listen to the interview Part 1

>> Listen to the interview Part 2
Chase CIO Edward Painvin discusses his outlook on the market and the Fed's impact.
TheStreet.com
(6/18/2013)

Edward Painvain
Quick Take: Fund Manager All-In On Actavis, Visa.

>> Read the article and listen to the interview
Chase CIO Edward Painvin discusses some growth picks.
The Daily Progress
(5/13/2013)

Brian Lazorishak
Lenders: Battle to build confidence of consumers still a struggle.

>> Read the article
Brian J. Lazorishak, senior portfolio manager, Chase Mid-Cap Growth Fund (CHAMX), believes the market has improved but the public is not participating.
Bloomberg.com
(5/1/2013)

Edward Painvain
U.S. Stocks Fall on Economic Data as Fed Maintains Plan

>> Read the article
Chase CIO Edward Painvin comments on the corporate earnings data environment currently.
Virginia Business
(4/26/2013)

Peter Tuz
Ingredients for a nest egg

>> Read the article
Peter Tuz, CFA, president shares what he thinks should be in a retirement portfolio.
CNBC
(4/24/2013)

Peter Tuz
Tomorrow in 30 seconds

>> Listen to interview
Peter Tuz, CFA, president believes there are key economic data numbers that we should keep an eye on. Listen in to see what he thinks where jobless claims should be and what 2 companies he is looking at earnings data for.
MoneyShow.com
(4/23/2013)

Edward Painvin
Large Caps Coming Back Into Vogue

>> Listen to interview
Edward Painvin, Chase CIO, provides large-cap ideas of companies with increasing earnings, sales and dividends.
MoneyLife Show Radio
(3/29/2013)

Edward Painvin
Market Call with Edward Painvin Edward Painvin, Chase CIO, provides an overview of Chase’s investment approach, explaining the combined discipline that marries both fundamental analysis and technical analysis.
Press Release
(3/7/2013)

Brian Lazorishak
Chase Mid-Cap Growth Fund Featured at New York Media Briefing

>> Read the release

>> Watch the video
Brian J. Lazorishak, senior portfolio manager, Chase Mid-Cap Growth Fund (CHAMX), will speak at the annual SunStar Strategic Media Briefing on March 19, 2013. The event, to be held at the Hilton New York, is for journalists only and showcases undiscovered funds.
Barron's
(2/23/2013)

Brian Lazorishak
A Long Distance Runner

>> Read the article
Brian J. Lazorishak, senior portfolio manager, believes Dick's Sporting Goods' diversified merchandise mix, consistent earnings record, and strong balance sheet may continue to keep this stock attractive.
Financial Planning
(12/18/2012-Interview Date 2/14/2013 – Release Date)

Edward Painvin
Embracing Market Volatility Today- featuring Chase's Approach to Investing

>> Watch the video
Edward Painvin, Chase CIO, emphasizes that market volatility is here to stay. The video provides an overview of Chase’s investment philosophy and Chase’s view of the economic landscape.
Thomson Reuters
(1/3/2013)

Peter Tuz
How to Play It : Looking past the fiscal cliff rally

>> Read the article
Peter Tuz, CFA, president thinks that the recent rally is a relief and could have been worse for investors. The article offers strategies for investors to consider in its wake. A potential increase in payroll tax for the lower-middle income consumer base caused him to sell the Funds' positions in discount retailers.
Associated Press
(12/29/12)

Peter Tuz
Fund Focus : Chase Growth Fund (CHASX)

>> Full article
Peter Tuz, CFA, president, is taking a cautious approach to investing. He sees the strongest potential in companies that are revamping operations or making other structural changes to improve competitiveness.
Bloomberg TV
(12/18/2012)

Edward Painvin
Street Smart: Gearing Up for the Fiscal Deal: Your First Trade? Chase CIO Edward Painvin, CFA, CMT, shares his thoughts on the current fiscal environment. Chase embraces a long-term view, focusing the portfolios on areas their technical and fundamental analysis suggests.
Press Release
(12/10/2012)

Derwood Chase
Derwood S. Chase designated Chairman Emeritus

>> Read the release
Derwood S. Chase, Jr., founder, has been designated Chairman Emeritus, honoring his 55 years as Chairman of the Board. He will continue to serve as an ambassador to clients and the community. Stuart F. Chase has been named Chairman of the Board, effective January 1, 2013.
Chase Counsel Commentary (2013)
Peter Tuz
01/02/2013 Predictions for 2013

>> Read our commentary
Peter Tuz, CFA, president, shares his insights.

In many cultures, and for various reasons, the number “13” is considered unlucky. Let us hope this is not the case for markets in 2013.
MoneyLife Show Radio (11/5/12)
Edward Painvin
Market Call with Edward Painvin, CFA, CMT, CIO

>> Read the transcript
Edward Painvin, Chase CIO, provides an overview of Chase’s investment approach, explaining the combined discipline that marries both fundamental analysis and technical analysis.
Chase Counsel Commentary (9/4/2012)
Peter Tuz
September is Coming

>> Read our Commentary
Peter Tuz, CFA, president, shares his insights.

In many cultures, and for various reasons, the number “13” is considered unlucky. Let us hope this is not the case for markets in 2013.

 

 

Important Notes

Click here for the top ten holdings as of the most recent quarter end and performance to the most recent quarter- and month-end for the Chase Growth Fund.

Click here for the top ten holdings as of the most recent quarter end and performance to the most recent quarter- and month-end for the Chase Mid-Cap Growth Fund.

Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.

The S&P 500 is an unmanaged index which is widely regarded as the standard for measuring large-cap U.S. stock market performance.

The Dow Jones Industrial Average is an unmanaged index of common stocks comprised of major industrial companies and assumes reinvestment of dividends.

The Nasdaq-100 Index - 100 of the largest stocks listed on the Nasdaq Stock Market, excluding financial shares.

The Russell Midcap Growth Index measures the performance of those Russell Midcap companies with higher price-to-book ratios and higher forecasted growth rates.

The CBOE Volatility Index (VIX) is a volatility index on the Chicago Board Options Exchange which is a measure of implied volatility for the Nasdaq 100 (NDX).

The Morgan Stanley Cyclical Index (CYC) is an equal-dollar weighted index designed to measure the performance of economically sensitive industries within the U.S. economy and detect shifts in investor sentiment. The CYC Index comprises 30 stocks from over 25 industries, including automobiles, metals, papers, machinery, chemicals and transportation.

The Dow Jones Transportation Average (DJTA, also called the "Dow Jones Transports") is a U.S. stock market index from Dow Jones Indexes of the transportation sector, and is the most widely recognized gauge of the American transportation sector.

The Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000 is a subset of the Russell 3000® Index representing approximately 10% of the total market capitalization of that index. It includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership.

The New York Empire State index is an index based on the monthly survey of manufacturers in New York State conducted by the Federal Reserve Bank of New York. The headline number for the NY Empire State Index refers to the survey’s main index, which summarizes general business conditions in New York State.

The STOXX Europe 600 Index is derived from the STOXX Europe Total Market Index (TMI) and is a subset of the STOXX Global 1800 Index. With a fixed number of 600 components, the STOXX Europe 600 Index represents large, mid and small capitalization companies across 18 countries of the European region: Austria, Belgium, Denmark, Finland, France, Germany, Greece, Iceland, Ireland, Italy, Luxembourg, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland and the United Kingdom.

The FTSE 100 Index is a share index of the 100 companies listed on the London Stock Exchange with the highest market capitalization.

The CAC-40 Index is a benchmark French stock market index. The index represents a capitalization-weighted measure of the 40 most significant values among the 100 highest market caps on the Paris Bourse (now Euronext Paris).

The Shanghai Composite Index is an index of all stocks (A shares and B shares) that are traded at the Shanghai Stock Exchange.

The Dow Jones Industrial Average (DJIA) is an unmanaged index of common stocks comprised of major industrial companies and assumes reinvestment of dividends.

The NASDAQ Composite Index is a market capitalization-weighted index that is designed to represent the performance of the National Market System which includes over 5,000 stocks traded only over-the-counter and not on an exchange.

It is not possible to invest directly in an index.

The Russell 1000 Growth Index measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000 Index companies with higher price-to-book ratios and higher forecasted growth values.

Mutual fund investing involves risk. Principal loss is possible. The Mid-Cap Growth Fund invests in mid-cap companies, which involve additional risks such as limited liquidity and greater volatility. The Funds may invest in foreign securities traded on U.S. exchanges, which involve greater volatility and political, economic, & currency risks & differences in accounting methods.

Diversification does not assure a profit or protect against loss in a declining market.

The opinions expressed are those of the author and should not be considered a forecast of future events, a guarantee of future events nor investment advice.

References to other mutual funds should not be interpreted as an offer of those securities.

Lipper Analytical Services, Inc. is an independent mutual fund research and rating service. Each Lipper average represents a universe of funds with similar investment objectives. Lipper Analytical Services, Inc. rankings, for the period shown, are based on total returns, including reinvestment of dividends and capital gains for the stated period; this calculation does not include sales charges.

While the Fund is no-load, management fees and other expenses will apply. Please refer to the prospectus for further details.

Earnings growth is not a measure of the Fund's future performance.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ metric each month by subtracting the return on a 90-day U.S. Treasury Bill from the fund's load-adjusted return for the same period, and then adjusting this excess return for risk. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) CHAMX received an Overall rating of 4 stars among 635 Mid-Cap Growth Funds as of 6/30/2014. The Fund also received 3 stars among 635 for the three-year, 5 stars among 574 for the five-year, and 4 stars among 417 Mid-Cap Growth Funds for the ten-year period ending 6/30/2014. Morningstar Rating is for the N share class only; other classes may have different performance characteristics.

Morningstar, Inc. is an independent mutual fund research and rating service. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Definition of terms:

The PEG ratio (Price/Earnings To Growth ratio) is a valuation metric for determining the relative trade-off between the price of a stock, the earnings generated per share (EPS), and the company's expected growth.

The Price to Earnings (P/E) Ratio reflects the multiple of earnings at which a stock sells.

Earnings growth is not a measure of the funds future performance.

Earnings per share (EPS) is calculated by taking the total earnings divided by the number of shares outstanding.

Price to Earnings Ratio (P/E) is a common tool for comparing the prices of different common stocks and is calculated by dividing the current market price of a stock by the earnings per share. The P/E ratio is not a measure of future performance or growth.

CAPEX: Funds used by a company to acquire or upgrade physical assets such as property, industrial buildings or equipment. This type of outlay is made by companies to maintain or increase the scope of their operations. These expenditures can include everything from repairing a roof to building a brand new factory.

Cash flow measures the cash generating capability of a company, calculated by subtracting total liabilities from total assets.

WTI is the crude oil spot price.

Brent crude is a major trading classification of sweet light crude oil that serves as a major benchmark price for purchases of oil worldwide.

A basis point is a unit of measure to describe the percentage change in the value or rate of a financial instrument. One basis point is equivalent to 0.01% (1/100th of a percent) or 0.0001 in decimal form.

Personal Consumption Expenditures (PCE) : A measure of price changes in consumer goods and services. PCE consists of the actual and imputed expenditures of households; the measure includes data pertaining to durables, non-durables and services. It is essentially a measure of goods and services targeted toward individuals and consumed by individuals. Also referred to as "consumption".

The Securities and Exchange Commission (SEC) does not approve or disapprove of any investment or any advisor.

Note: Hightower Advisors is a national, advisor-owned financial services company serving high-net-worth and institutional clients based in Chicago and are not affiliated with Chase Investment or Quasar Distributors.

Dow Theory: The Dow theory on stock price movement is a form of technical analysis that includes some aspects of sector rotation. The theory was derived from 255 Wall Street Journal editorials written by Charles H. Dow (1851–1902), journalist, founder and first editor of the Wall Street Journal and co-founder of Dow Jones and Company. Following Dow's death, William Peter Hamilton, Robert Rhea and E. George Schaefer organized and collectively represented Dow theory, based on Dow's editorials. Dow himself never used the term Dow theory nor presented it as a trading system.

Investors Intelligence numbers: Investors Intelligence is a leading provider of research and technical analysis. Its Advisors’ Sentiment Report has been heralding major market moves since 1963. This survey has been widely adopted by the investment community as a contrarian indicator and is followed closely by the financial media.

AAII: The American Association of Individual Investors. The AAII Investor Sentiment Survey measures the percentage of individual investors who are bullish, bearish, and neutral on the stock market for the next six months; individuals are polled from the ranks of the AAII membership on a weekly basis. Only one vote per member is accepted in each weekly voting period.

 

Chase Investment Counsel is the adviser to the Chase Funds which are distributed by Quasar Distributors, LLC.

 

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