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M*: Surprise Manager Exit Rattles Quirky Income Fund: (BERIX)

TedTed
edited March 2019 in The Bullpen
FYI: Berwyn Income is now a different strategy after longtime lead managers George Cipolloni and Mark Saylor unexpectedly resigned in February 2019. The new investment team includes some long-tenured Chartwell managers, but none have a public track record running multi-asset strategies. As a result, this strategy's Morningstar Analyst Rating is downgraded to Neutral.
Regards,
Ted
https://www.morningstar.com/articles/920191/surprise-manager-exit-rattles-quirky-income-fund.html
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