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Chesapeake Mutual Funds - mutual fund portfolio statistics, performance, prospectuses and information

The Chesapeake Mutual Funds site contains information regarding each mutual fund including fund profiles, portfolio statistics, current performance information

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Gardner Lewis Asset Management

285 Wilming●●●●●●●●●●●hester Pike

Chad●●●●Ford , PA, 19317

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Network Solutions, LLC.

Network Solutions, LLC.

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He●●on , VA, 20171

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Chesapeake Mutual Funds - mutual fund portfolio statistics, performance, prospectuses and information | chesapeakefunds.com Reviews

https://chesapeakefunds.com

The Chesapeake Mutual Funds site contains information regarding each mutual fund including fund profiles, portfolio statistics, current performance information

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1

Differentiating Factors - Chesapeake Mutual Funds

http://chesapeakefunds.com/investment-approach/differentiation

The Chesapeake Growth Fund. 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. Restricted security count strengthens forced displacement methodology. Research team structure promotes objectivity and pursuit of the best opportunities.

2

Adviser History - Chesapeake Mutual Funds

http://chesapeakefunds.com/about/adviser-history

The Chesapeake Growth Fund. 1990’ Centreville, DE. Gardner Lewis Asset Management was founded in April 1990 by W. Whitfield Gardner and John L. Lewis IV. 2010’ Chadds Ford, PA. Portfolio Manager / Partner. 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. Ultimus Fund Distributors, LLC. 225 Pictoria Drive, Suite 450, Cincinnati, OH 45246.

3

Fund Information - Chesapeake Mutual Funds

http://chesapeakefunds.com/fund-information

The Chesapeake Growth Fund. The Chesapeake Growth Fund. Broader potential holdings list focused on best growth company opportunities across market capitalization spectrum. The Chesapeake Growth Fund. 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. Ultimus Fund Distributors, LLC. 225 Pictoria Drive, Suite 450, Cincinnati, OH 45246. Designed by Eisenman Associates.

4

Investment Evaluation - Chesapeake Mutual Funds

http://chesapeakefunds.com/investment-approach/investment-evaluation

The Chesapeake Growth Fund. We seek investments with the following characteristics:. Typically EPS growth of 15% or better. Earnings Growth derived from a positive change in fundamentals. Focus on companies whose valuation is not yet reflective of quality or magnitude of growth rate. Discipline helps provide a dual fold means of price appreciation and engenders an intrinsic level of downside risk protection. Driver of change typically a function of internal factors. Ultimus Fund Distributors, LLC.

5

Investment Approach - Chesapeake Mutual Funds

http://chesapeakefunds.com/investment-approach

The Chesapeake Growth Fund. 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. Their goal is to generate return through stock selection rather than sector or market based themes.

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Chesapeake Funds

https://www.gofilepoint.com/chesapeake

Request PDF Copy of this Document via Email. Request a Printed Copy of this Document. Statement of Additional Information. Merger Cost Basis Notice. XBRL Files : eXtensible Business Reporting Language. The XBRL files above can only be read with special viewer software. Additional information on the XBRL language and a free version of the viewer software is available on the SEC’s website at xbrl.sec.gov. If you have questions about how to receive information on our Funds please call 800-430-3863.

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Chesapeake Mutual Funds - mutual fund portfolio statistics, performance, prospectuses and information

The Chesapeake Growth Fund. As of Mar 19:. As of Mar 19:. Select chart for full perfomance. This site provides general information about the Chesapeake Funds, which are portfolios of the Chesapeake Investment Trust. The site also provides specific information regarding each mutual fund including fund profiles, portfolio statistics, current performance information and prospectuses, as well as information about Gardner Lewis Asset Management, the adviser to the funds. Ultimus Fund Distributors, LLC.

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