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20.42
-0.22
-1.07%
07/02 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 213.06M
Provident Trust Strategy
20.42
-0.22
-1.07%
- Overview
- Profile
- Historical Data
- Holdings
Provident Trust Strategy Fund Overview
On this page you'll find an in-depth profile of Provident Trust Strategy Fund. Learn about the key management, total assets, investment strategy and contact information of PROVX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund invests mainly in a limited number of multi-capitalization growth stocks. It will compare itself to, and the advisor attempts to exceed, the S&P 500® Index over full investment cycles. The fund is non-diversified.
Contact Information
Address
N16 W23217 Stone Ridge Drive, Suite 310
Waukesha,WI 53188
United States
Waukesha,WI 53188
United States
Phone
1-855-739-9950
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Anthony Schelble | President | 2002 | Now |
| Biography | Michael A. Schelble, CFA, has been employed by Provident Trust Company, or its immediate predecessor, as its President and Chief Operating Officer. Prior to joining Provident Trust Company, Mr. Schelble was Vice President and Portfolio Manager for FIRMCO, which he joined in 1994, where he was responsible for managing certain taxable and tax-exempt individually managed accounts. Prior to joining FIRMCO, Mr. Schelble worked as a Trust Officer with Firstar Trust Company since 1993. Mr. Schelble is a graduate of Williams College, the University of Wisconsin-School of Business and the University of Wisconsin Law School. Mr. Schelble is a member of the CFA Society of Milwaukee, the CFA Institute* and the State Bar of Wisconsin. Mr. Schelble was born in 1966 and has over twenty-five years of investment and trust experience. | ||
| J. Scott Harkness | Chairman | 2002 | Now |
| Biography | J. Scott Harkness, CFA, has been employed by Provident Trust Company, or its immediate predecessor, as its Chairman and Chief Executive Officer. Prior to founding Provident Trust Company, Mr. Harkness was Chairman of Firstar Investment Research and Management Company (“FIRMCO”), where he served as Chief Investment Officer since its incorporation in 1986. He was responsible for overall investment direction, investment policy and management of certain individually-managed accounts. Prior to assuming his role at FIRMCO, Mr. Harkness was a Senior Vice President and Chief Investment Officer for Firstar Bank Madison (formerly First Wisconsin National Bank of Madison) where he had been employed since 1980. Mr. Harkness managed the Firstar Special Growth Fund and the Firstar Special Equity Growth Fund B since 1989 and 1981, respectively, until his departure in 1998. Mr. Harkness is a graduate of the University of Wisconsin – Madison and is a director of Jacobus Energy, Inc. Mr. Harkness is a member of the CFA Society of Milwaukee and the CFA Institute*. Mr. Harkness was born in 1955 and has over forty years of investment experience. | ||
| Patrice J. Neverett | Vice President, Portfolio Manager | 1995 | 2004 |
| Biography | Neverett is currently a vice president and portfolio manager with Palm Beach Investment Advisers, Inc. | ||
| Tom Keresey | - | 1994 | 1998 |
| Ted D. Kellner | Partner | 1986 | 1994 |
| Biography | Mr. Kellner is the co-founder of Fiduciary Management, Inc. He serves as Executive Chairman, and is a member of the Portfolio Management Committee. Mr. Kellner is involved in the firm’s marketing efforts and works directly with several of the firm’s institutional client relationships. Prior to founding Fiduciary, Mr. Kellner was an analyst for Brittingham, Inc. (1968-1972) and then served as a portfolio manager at Nicholas Company, Inc. (1973-1980). Mr. Kellner received a BBA degree from the University of Wisconsin. He is a member and Past President of the CFA Society of Milwaukee, and he has earned the right to use the AIMR® Chartered Financial Analyst designation. | ||
| Donald S. Wilson | Partner, President | 1986 | 1994 |
| Biography | Wilson joined Fiduciary Management in 1980 and currently serves as partner and president. Previously, he was a vice president at Nicholas Company for eight years and a commercial loan officer with Northern Trust Company for five years. A growth investor, Wilson emphasizes fundamentals in his bottom-up approach. Wilson is a Chartered Financial Analyst and member of the Milwaukee Investment Analysts Society. Born February 17, 1943 in Watseka, Illinois, he enjoys tennis, golf, and soccer. | ||
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