PHILOSOPHY


Investment Philosophy

Since our founding in 1957, we have held to the belief that high-quality companies with consistent and growing earnings whose stocks are bought at reasonable prices are those most likely to both protect capital and outperform market indices on a risk-adjusted basis over full market cycles. We believe companies that have been successful in the past are the ones most likely to be successful in the future.


Investment Process

Chase Investment Counsel's proprietary investment process has been tested over several market cycles spanning more than five decades.

Our goal is to identify large and mid-cap stocks of high quality growth companies that we believe offer the best combination of downside protection and long-term growth.


CHASE INVESTMENT PROCESS


Earnings growth is the annual rate of growth of earnings from investments.


Click here for a current prospectus. Please read and consider it carefully before investing. You may obtain a hardcopy of the prospectus by calling 888.861.7556.

Mutual fund investing involves risk. Principal loss is possible.

The Chase Funds are offered only to United States residents, and information on this web site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the Chase Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

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

 

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

  • CONTACT

    300 Preston Ave.
    Suite 500
    Charlottesville, VA 22902-5096

    Adviser: 434.293.9104

    Shareholder Services:
    888.861.7556
    sales@chaseinv.com