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Plumb Equity Fund Investor Shares (0P00008TI7)

Fundos dos EUA

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30,590 -0,020 -0,07%

11/02 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 14,26M

Tipo: Fundo

Mercado: EUA

Emissor: Wisconsin Capital Management

Classe de Ativo: Ações

0P00008TI7 - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Plumb Equity Fund Investor Shares. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P00008TI7, entre outras informações.

Categoria

Large Growth

Total de ativos

14,26M

Despesas

1,50%

Data de início

24.05.2007

Informações de Contato

Endereço 8030 Excelsior Drive, Suite 307
Madison,WI 53717
United States

Telefone -

Site www.plumbfunds.com

Principais Executivos

Nome	Título	Desde	Até
Nathan M. Plumb	Assistant portfolio manager	2023	Agora
Biografia	Mr. Nathan Plumb has been an assistant portfolio manager for the Funds since August 2013. Mr. Plumb has served as a financial consultant for SVA Plumb Wealth Management and in various other roles with Wisconsin Capital Management and related entities since 2003, including as an active member of Wisconsin Capital Management’s research committee since 2010 and as a portfolio manager for privately managed accounts since 2009. He obtained a Masters of Business Administration from the University of Wisconsin and a Bachelor’s degree in Psychology from Gustavus Adolphus College. He also holds his Certified Trust and Financial Advisor (CTFA) certification.
Thomas G. Plumb	Principal/Founder	2007	Agora
Biografia	Mr. Plumb is a Principal and the founder of Wisconsin Capital Management, LLC, since January 2004, a firm that traces its origins back over thirty years. He has over thirty years of experience as an investment professional including twenty years as the lead manager of two balanced mutual funds, the Thompson Plumb Balanced Fund and the Dreyfus Premier Balanced Opportunity Fund. Mr. Plumb earned a Bachelor of Business Administration degree from the University of Wisconsin-Madison in 1975 and also holds a Chartered Financial Analyst (CFA) designation.
Nathan M. Plumb	Assistant portfolio manager	2013	2017
Biografia	Mr. Nathan Plumb has been an assistant portfolio manager for the Funds since August 2013. Mr. Plumb has served as a financial consultant for SVA Plumb Wealth Management and in various other roles with Wisconsin Capital Management and related entities since 2003, including as an active member of Wisconsin Capital Management’s research committee since 2010 and as a portfolio manager for privately managed accounts since 2009. He obtained a Masters of Business Administration from the University of Wisconsin and a Bachelor’s degree in Psychology from Gustavus Adolphus College. He also holds his Certified Trust and Financial Advisor (CTFA) certification.
Ken S. Cavalluzzo	Research Analyst	2010	2014
Biografia	Mr. Cavalluzzo has been an assistant portfolio manager since August 2010. Mr. Cavalluzzo has served as a research analyst for Wisconsin Capital Management, LLC since June 2005. Prior to his affiliation with Wisconsin Capital Management LLC, Mr. Cavalluzzo was an Assistant Professor of Accounting at Georgetown University. Mr. Cavalluzzo earned a B.A. with honors in Economics and Italian from the University of Wisconsin at Madison and he earned a Masters in Accounting and Applied Economics and a Ph.D. from the Wharton School of the University of Pennsylvania.
Timothy R. O'Brien	Principal, Portfolio Manager, Research Analyst	2007	2014
Biografia	Mr. O'Brien is a principal of Wisconsin Capital Management, LLC, working as a portfolio manager and research analyst since 1997. He has had extensive experience as a lead, co-, and associate portfolio manager for both equity and balanced mutual funds. Prior to his employment with the firm, O'Brien served full-time as an F-16 fighter pilot and officer for the Wisconsin Air National Guard and United States Air Force. o'Brien holds the Chartered Financial Analyst designation.
David B. Duchow	Principal	2007	2008
Biografia	Duchow is a principal of Wisconsin Capital Management, LLC, working as a portfolio manager and research analyst since 1992. He has had extensive experience as a lead, co-, and associate portfolio manager for both equity and balanced mutual funds. Duchow holds the Chartered Financial Analyst designation.
Clint Oppermann	Principal	2007	2008
Biografia	Oppermann is a principal of Wisconsin Capital Management, LLC, working as a portfolio manager and research analyst since 1999. He has had extensive experience as a lead, co-, and associate portfolio manager for both equity and balanced mutual funds. Oppermann was promoted to director of research in November 2001. Oppermann holds the Chartered Financial Analyst designation.

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Cotações Recentes

	Nome	Preço	Variação	Var. %
	Plumb Equity Fund	30,590	-0,020	-0,07%