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The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies believed by the Adviser to offer above-average potential for growth in revenues, profits or cash flow. Dividend and interest income are secondary considerations in investment selection. Under normal circumstances, all of its equity investments and at least 80% of the fund's net assets will be invested in companies meeting its religious criteria. The fund may invest in companies of all sizes, including small and mid-capitalization companies.
| Name | Title | Since | Until |
|---|---|---|---|
| Chadd M Garcia | Portfolio Manager | 2020 | Now |
| Biography | Chadd is co-portfolio manager of the Ave Maria Growth Strategy. He is also responsible for equity research functions for the firm. Previously, Chadd analyzed public equities as a Managing Director at SQ Advisors. Prior thereto Chadd worked in private equity as a Managing Director at Gulf Coast Capital Partners and as Vice President at Comvest Partners. Before his work in private equity, Chadd was an Associate in the mergers and acquisitions group at CIBC World Markets. Chadd has a Bachelor of Science degree in Agricultural Resource and Economics from The University of Arizona and a Master of Business Administration degree from Harvard University. He is a board member and CFO of The Rising Farmworker Dream Fund and is a Knight in the Sovereign Military Order of Malta. He is a CFA charterholder. | ||
| Adam P. Gaglio | Portfolio Manager | 2019 | Now |
| Biography | Adam is lead portfolio manager of the Ave Maria Growth Strategy. He is also a research analyst responsible for equity research functions for the Firm with a focus on small and micro-cap companies. Prior to joining the firm in 2013, Adam was an actuarial analyst at Towers Watson. Adam has a Bachelor of Science degree in Math from the University of Michigan. He is a CFA® charterholder. | ||
| Richard L. Platte | Executive Vice President | 2013 | 2020 |
| Biography | Platte is Executive Vice President of Schwartz Investment Counsel, Inc., and he has been with them since 1987. Platte has earned the right to use the Chartered Financial Analyst designation. | ||
| Brian Milligan | Analyst | 2016 | 2019 |
| Biography | Brian serves as a senior analyst on Madison’s U.S. Equity Team. He started in the financial services industry in 2004 and joined Madison in 2019. Prior to joining Madison, Brian was with Schwartz Investment Counsel from 2014-2019 where he was Portfolio Manager on the Ave Maria Growth Fund. He started his career with Standard and Poor’s in their corporate ratings unit and earned his B.S. in finance from Trine University and MBA from the University of Notre Dame. | ||
| George P. Schwartz | Founder | 2013 | 2016 |
| Biography | Schwartz, Chairman and Chief Executive Officer of Schwartz Investment Counsel, Inc, has acted as a portfolio manager and co-portfolio manager. He also serves as director of Schwartz Investment Counsel, Inc., president, chief executive officer and chief investment officer with responsibility for the development and implementation of the investment strategy of the firm. From 1974 to 1980, he was vice president, senior investment officer, and chairman of the Investment Committee of the National Bank and Trust of Ann Arbor. In 1980, George founded Schwartz Investment Counsel, Inc. Schwartz holds the Chartered Financial Analyst designation. | ||
| Christopher R. Szydlowski | Vice President | 2013 | 2013 |
| Biography | Christopher R. Szydlowski, CFA, joined JLB & Associates, Inc. in 1998 and currently services as Vice President. | ||
| James L. Bashaw | President, CIO | 2003 | 2013 |
| Biography | Bashaw has been President and Chief Investment Officer of JLB & Associates, Inc. for than 20 years. Bashaw has earned the right to use the Chartered Financial Analyst designation. | ||
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