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28.02
+0.29
+1.05%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 153.18M
Vulcan Value Partners
28.02
+0.29
+1.05%
- Overview
- Profile
- Historical Data
- Holdings
Vulcan Value Partners Fund Overview
On this page you'll find an in-depth profile of Vulcan Value Partners Fund. Learn about the key management, total assets, investment strategy and contact information of VVPLX among other information.
Investment Strategy
The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by investing primarily in publicly traded small-cap and large-cap companies the adviser believes to be both undervalued and possessing a sustainable competitive advantage. A core position in the fund is generally approximately 5% of the fund's portfolio, so that theoretically the fund would seek to hold about 20 companies, spread across various industries. The fund may invest up to 30% of net assets in publicly traded foreign securities and may hold up to 15% of net assets in illiquid securities. It is non-diversified.
Contact Information
Address
Three Protective Center, 2801 Highway 280 South, Suite 300
Birmingham,Al 35223
United States
Birmingham,Al 35223
United States
Phone
205.803.1582
Fax
205.803.1584
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| McGavock Dunbar | Portfolio Manager | 2020 | Now |
| Biography | McGavock Dunbar, CFA. Mr. Dunbar, as the Director of Research and a portfolio manager for the Funds, assists Mr. Fitzpatrick in managing Vulcan’s research team, which is responsible for stock selection. As an additional portfolio manager for the Funds, Mr. Dunbar can exercise discretion over each Fund’s assets and works with Mr. Fitzpatrick to assist in final investment decision-making for each Fund. In addition, Mr. Dunbar assists in the structuring of portfolios for consistency with each Fund’s guidelines and regulatory requirements. Mr. Dunbar is a Principal of Vulcan and has been an Analyst at Vulcan since 2010. Prior to founding Vulcan in 2010, Mr. Dunbar was an Associate in the investment banking department at Susquehanna International Group. | ||
| C.T. Fitzpatrick | CIO (Chief Investment Officer)/Portfio Manager/Founder/CEO | 2009 | Now |
| Biography | Mr. Fitzpatrick, as the Chief Investment Officer of Vulcan and the portfolio manager for each Fund, leads Vulcan’s research team, which is responsible for stock selection. As the Funds’ sole portfolio manager, Mr. Fitzpatrick has discretion over each Fund’s assets and exercises final investment decision-making for each Fund. In addition, Mr. Fitzpatrick oversees the structuring of portfolios for consistency with each Fund’s guidelines and regulatory requirements. Mr. Fitzpatrick is the Founder of Vulcan and has been the Chief Executive Officer and Chief Investment Officer of Vulcan since 2007. Prior to founding Vulcan in 2007, Mr. Fitzpatrick was a principal and portfolio manager at Southeastern Asset Management from 1990 to 2007. | ||
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