Cheswold Lane Asset Management
   HOME
*





Cheswold Lane Asset Management
Cheswold Lane Asset Management was a mutual fund company founded in 2006 by Colleen Quinn Scharpf, Eric Scharpf and Matthew Taylor and headquartered in West Conshohocken, Pennsylvania, United States. They offered an international high dividend strategy, focused on developed markets in Europe and Asia. They managed both separate accounts and a no-load mutual fund: the Cheswold Lane International High Dividend Fund equity fund. The company was named for the Cheswold estate, the Haverford, PA summer home of AJ Cassatt, the 7th President of the Pennsylvania Railroad. Cheswold Lane was located adjacent to the former grounds of the Cheswold estate and the current site of the Merion Cricket Club. The firm closed in April 2016. References * *{{cite news, url=http://twst.com/notes/articles/zdm500.html , title=International High Dividend Yield Strategy - Cheswold Lane , date=January 22, 2007 , work=The Wall Street Transcript , access-date=14 January 2010 , location=New York, New York ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]  


Private Company
A privately held company (or simply a private company) is a company whose shares and related rights or obligations are not offered for public subscription or publicly negotiated in the respective listed markets, but rather the company's stock is offered, owned, traded, exchanged privately, or Over-the-counter (finance), over-the-counter. In the case of a closed corporation, there are a relatively small number of shareholders or company members. Related terms are closely-held corporation, unquoted company, and unlisted company. Though less visible than their public company, publicly traded counterparts, private companies have major importance in the world's economy. In 2008, the 441 list of largest private non-governmental companies by revenue, largest private companies in the United States accounted for ($1.8 trillion) in revenues and employed 6.2 million people, according to ''Forbes''. In 2005, using a substantially smaller pool size (22.7%) for comparison, the 339 companies on ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]  


West Conshohocken, Pennsylvania
West Conshohocken is a borough in Montgomery County, Pennsylvania, United States. The population was 1,320 at the 2010 census. Its sister community is Conshohocken, located across the Schuylkill River. Montgomery County's seat, Norristown, is located approximately two miles north of, and on the opposite side of the river from, West Conshohocken. History West Conshohocken Borough was incorporated October 6, 1874 from land taken almost equally from the Townships of Lower and Upper Merion. As a river borough, there existed a large number of mills and other industries utilizing water power. The Dougherty Quarry was a prosperous business, producing stone of superior quality known as ''Conshohocken'' or ''Merion Blue''. It was much sought after for public buildings, and was shipped by rail throughout the East before supplies were exhausted in the mid-twentieth century. Today, with its proximity to highways I-76 and I-476 (Blue Route), this small borough and its sister Conshohocken ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]  


Investment Management
Investment management is the professional asset management of various securities, including shareholdings, bonds, and other assets, such as real estate, to meet specified investment goals for the benefit of investors. Investors may be institutions, such as insurance companies, pension funds, corporations, charities, educational establishments, or private investors, either directly via investment contracts or, more commonly, via collective investment schemes like mutual funds, exchange-traded funds, or REITs. The term asset management is often used to refer to the management of investment funds, while the more generic term fund management may refer to all forms of institutional investment, as well as investment management for private investors. Investment managers who specialize in ''advisory'' or ''discretionary'' management on behalf of (normally wealthy) private investors may often refer to their services as money management or portfolio management within the context o ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]  




Mutual Fund
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital') and open-ended investment company (OEIC) in the UK. Mutual funds are often classified by their principal investments: money market funds, bond or fixed income funds, stock or equity funds, or hybrid funds. Funds may also be categorized as index funds, which are passively managed funds that track the performance of an index, such as a stock market index or bond market index, or actively managed funds, which seek to outperform stock market indices but generally charge higher fees. Primary structures of mutual funds are open-end funds, closed-end funds, unit investment trusts. Open-end funds are purchased from or sold to the issuer at the net asset value of each share as of the cl ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]  


No-load
Mutual fund fees and expenses are charges that may be incurred by investors who hold mutual funds. Operating a mutual fund involves costs, including shareholder transaction costs, investment advisory fees, and marketing and distribution expenses. Funds pass along these costs to investors in several ways. Some funds impose "shareholder fees" directly on investors whenever they buy or sell shares. In addition, every fund has regular, recurring, fund-wide "operating expenses". Funds typically pay their operating expenses out of fund assets—which means that investors indirectly pay these costs. Although they may seem negligible, fees and expenses can substantially reduce an investor's earnings when the investment is held for a long period of time. For the reasons cited above, it is important for a prospective investor to compare the fees of the various funds under consideration. Investors should also compare fees against industry benchmarks and averages. There are many different ty ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]  


Equity Fund
A stock fund, or equity fund, is a fund that invests in stocks, also called equity securities. Stock funds can be contrasted with bond funds and money funds. Fund assets are typically mainly in stock, with some amount of cash, which is generally quite small, as opposed to bonds, notes, or other securities. This may be a mutual fund or exchange-traded fund. The objective of an equity fund is long-term growth through capital gains, although historically dividends have also been an important source of total return. Specific equity funds may focus on a certain sector of the market or may be geared toward a certain level of risk. Stock funds can be distinguished by several properties. Funds may have a specific style, for example, value or growth. Funds may invest in solely the securities from one country, or from many countries. Funds may focus on some size of company, that is, small-cap, large-cap, ''et cetera''. Funds which involve some component of stock picking are said to be ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]  


picture info

Haverford, PA
Haverford is an unincorporated community located in both Haverford Township in Delaware County, Pennsylvania, United States, and Lower Merion Township in Montgomery County, approximately west of Philadelphia. The Pennsylvania Railroad (PRR) opened Haverford Station in 1880 on their Main Line west out of Broad Street Station (now Suburban Station) in Philadelphia. Haverford sits at milepost 9.17. Haverford borders the unincorporated portion of Haverford Township called "Havertown," as well as the unincorporated communities of Bryn Mawr, Gladwyne, Ardmore, Wynnewood, and a small portion of Broomall. Haverford's name is derived from the name of the town of Haverfordwest in Wales, UK. Today, Haverford is most notable for being the site of Haverford College and one of the United States' oldest country clubs, the Merion Cricket Club. Major roads in Haverford include Lancaster Avenue (US 30/Lincoln Highway), Montgomery Avenue, Haverford Road, and I-476 (Blue Route). Demo ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]  


picture info

AJ Cassatt
Alexander Johnston Cassatt (December 8, 1839 – December 28, 1906) was the seventh president of the Pennsylvania Railroad (PRR), serving from June 9, 1899, to December 28, 1906. Family and early life Alexander Cassatt was born on December 8, 1839, in Pittsburgh, Pennsylvania, the eldest of seven children born to Robert Simpson Cassat (later Cassatt), and his wife Katherine Cassatt, the former Katherine Kelso Johnston. The elder Cassatt was a successful stockbroker and land speculator. He was descended from the French Huguenot Jacques Cossart, who came to New Amsterdam in 1662. Alexander's younger sister was the impressionist painter Mary Cassatt. His mother Katherine came from a banking family. She was educated and very well read. It was said that of the seven children Alexander most resembled his mother in "appearance and temperament." In 1856 he entered Rensselaer Polytechnic Institute to study Civil Engineering where his senior thesis was entitled "Review of Pressure T ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]  


picture info

Pennsylvania Railroad
The Pennsylvania Railroad (reporting mark PRR), legal name The Pennsylvania Railroad Company also known as the "Pennsy", was an American Class I railroad that was established in 1846 and headquartered in Philadelphia, Pennsylvania. It was named for the commonwealth in which it was established. By 1882, Pennsylvania Railroad had become the largest railroad (by traffic and revenue), the largest transportation enterprise, and the largest corporation in the world. Its budget was second only to the U.S. government. Over the years, it acquired, merged with, or owned part of at least 800 other rail lines and companies. At the end of 1926, it operated of rail line;This mileage includes companies independently operated. PRR miles of all tracks, which includes first (or main), second, third, fourth, and sidings, totalled 28,040.49 at the end of 1926. in the 1920s, it carried nearly three times the traffic as other railroads of comparable length, such as the Union Pacific and Atchison, ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]  


picture info

Merion Cricket Club
Merion Cricket Club is a private club in Haverford, Pennsylvania, founded in 1865. The current clubhouse is its sixth, the last four having been designed by Philadelphia architect Frank Furness and his partner, Allen Evans, who was also a founder of the club. The club was designated a National Historic Landmark in 1987 for its leading role in the promotion, development and continued support of cricket, golf, squash, and tennis in the United States. History The club was founded in October 1865 by William Woodrow Montgomery and Marshall Ewing. Its first meeting was held at Glenays, the home of William Woodrow Montgomery, on December 16, 1865. While there was some thought of converting into a baseball club due to a lack of a permanent facility, its first cricket match was held in Wynnewood, Pennsylvania, May 19, 1866. From 1873 to 1892, the club occupied grounds in Ardmore, Pennsylvania, before moving to its present grounds in Haverford. The first tennis match was held in 1881; the ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]  


picture info

The Philadelphia Inquirer
''The Philadelphia Inquirer'' is a daily newspaper headquartered in Philadelphia, Pennsylvania. The newspaper's circulation is the largest in both the U.S. state of Pennsylvania and the Delaware Valley metropolitan region of Southeastern Pennsylvania, South Jersey, Delaware, and the northern Eastern Shore of Maryland, and the 17th largest in the United States as of 2017. Founded on June 1, 1829 as ''The Pennsylvania Inquirer'', the newspaper is the third longest continuously operating daily newspaper in the nation. It has won 20 Pulitzer Prizes . ''The Inquirer'' first became a major newspaper during the American Civil War. The paper's circulation dropped after the Civil War's conclusion but then rose again by the end of the 19th century. Originally supportive of the Democratic Party, ''The Inquirers political orientation eventually shifted toward the Whig Party and then the Republican Party before officially becoming politically independent in the middle of the 20th c ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]  


The Wall Street Transcript
''The Wall Street Transcript'' is a paid subscription publication and Web site that publishes bi-weekly industry reports that feature equity analyst, money manager and CEO interviews. Reports typically cover two to three industries and express money managers' and analysts' views on each of the various industry sectors, as well as interviews with CEOs whose companies operate within the covered industries. In publication since 1963, ''The Wall Street Transcript'' is a publication in the finance community, which has interviewed the CEOs and senior executives of public companies, money managers handling billions of dollars of assets, and equity analysts from leading investment banks around the world and publishing these interviews verbatim. ''The Wall Street Transcript'' does not endorse the views of those interviewed, nor does it make stock recommendations. The ''Wall Street Transcript'' highlights micro-cap and small-cap stocks that may go overlooked by many investors, while its C ...
[...More Info...]      
[...Related Items...]     OR:     [Wikipedia]   [Google]   [Baidu]