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Chesapeake Growth Instl (CHESX)

19.39 Down 0.43(2.17%) Jul 31

Profile as of Jun 29, 2014Get Profile for:
Chesapeake Growth Instl
225 Pictoria DriveSuite 450Rocky Mount NC 27802
Map
Phone: 800-430-3863
Fund Overview 
Category:Large Growth
Fund Family:Chesapeake
Net Assets:11.97M
Year-to-Date Return:3.46%
Yield:0.00%
Morningstar Rating:2 stars
Fund Inception Date:Apr 6, 1994
Morningstar Style Box 
Large Growth
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About the Morningstar Style Box
Management Information 
W. Whitfield Gardner
Lead Manager since Apr 6, 1994
Mr. Gardner has served as Chairman and Chief Executive Officer of Gardner Lewis Asset Management since the firm's founding. Previously, he was a lead portfolio manager with Friess Associates and its Brandywine Fund. Prior to joining Friess Associates, he worked as an investment analyst with Investments Orange Nassau, a Netherlands based venture capital firm, with interests in both private and public companies. This position stemmed from employment with MBank, then a $20 billion bank holding company, where he analyzed companies as well as industry groups. He began his investment career at Lehman Brothers Kuhn Loeb (prior to the Shearson Merger). Mr. Gardner received his B.B.A. in Finance from Southern Methodist University.
Investment Information 
Min Initial Investment:250,000
Min Initial Investment, IRA:250,000
Min Initial Investment, AIP:250,000
Min Subsequent Investment:5,000
Min Subsequent Investment, IRA:5,000
Min Subsequent Investment, AIP:100
CHESX can be purchased from 38 brokerages.

Fund Summary 
The investment seeks capital appreciation. The fund, which is a diversified separate investment portfolio of the Gardner Lewis Investment Trust (the "Trust"), seeks capital appreciation by investing primarily in equity securities, such as common and preferred stock and securities convertible into common stock, without regard to market capitalization. It will invest at least 90% of its total assets in equity securities, of which no more than 25% of the fund's total assets will be invested in the securities of any one industry. Up to 10% of the fund's total assets may consist of foreign securities and sponsored American Depositary Receipts ("ADRs").

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 5, 2013) : 0.00
Annual Holdings Turnover (Jul 28, 2014) : 54.00%
Average for Category:50.19%
Fees & Expenses 
ExpenseCHESXCategory Avg
Annual Report Expense Ratio (net):1.86%1.21%
Prospectus Net Expense Ratio:2.20%N/A
Prospectus Gross Expense Ratio:2.65%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:781546
5 Yr Expense Projection*:1,365866
10 Yr Expense Projection*:2,9501,745
* Per $10,000 invested