Carillon Chartwell Mid Cap Value Fund Q1 2025 Commentary

2025-05-28 10:06:00 ET

Summary

• The Russell Midcap® Value Index, the benchmark for the Carillon Chartwell Mid Cap Value Fund, declined 2%.
• We share the market’s concern that tariffs may negatively impact economic growth and corporate profitability – at least in the short run.
• With valuations relative to other market segments already significantly lower than their historical averages, mid-cap value stocks may present especially attractive opportunities for long-term investment.

Market Overview

Since his inauguration in January, U.S. President Donald Trump has made the imposition of tariffs on the nation’s key trading partners, many of which are also strategic and military allies, a focal point of his second-term agenda. This has unnerved business leaders and equity investors, many of whom fear the outbreak of a global trade war that could negatively impact supply chains, increase prices for consumer goods and services, and weaken demand – even if some also believe tariffs are necessary in the short run to rebalance global trade in the long run....

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