Carillon Chartwell Small Cap Growth Fund Q1 2025 Commentary

2025-05-28 10:50:00 ET

Summary

• We are pleased with the performance of the Carillon Chartwell Small Cap Growth Fund in this challenging quarter.
• For the first quarter, all portfolio sectors within the Fund performed generally in line with the benchmark with two exceptions.
• Given the high level of macroeconomic uncertainty, we are focused on investing in companies with wholly domestic operations, high-quality balance sheets, and very low stock valuations.

Market Overview

The new U.S. presidential administration 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 its economic 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, raise prices for consumer goods and services, and weaken demand....

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