Adviser to Ave Maria Mutual Funds Announces Portfolio Manager Promotions
03 Janeiro 2018 - 12:15PM
Business Wire
Schwartz Investment Counsel, Inc., the investment adviser for
the Ave Maria Mutual Funds, has announced two portfolio manager
promotions effective January 1, 2018. For the Ave Maria Value Fund
(Ticker: AVEMX), Chadd M. Garcia was named co-Portfolio Manager,
joining Lead Portfolio Manager, Timothy S. Schwartz, CFA, and
co-Portfolio Manager Joseph W. Skornicka, CFA. For the Ave Maria
Bond Fund (Ticker: AVEFX), Adam P. Gaglio, CFA, was named
co-Portfolio Manager, joining Lead Portfolio Manager Brandon S.
Scheitler and co-Portfolio Manager Richard L. Platte, Jr., CFA.
George P. Schwartz, Chairman and Chief Executive Officer,
remarked, “Chadd and Adam have proven themselves as outstanding
research analysts and we think they are well prepared for the
challenge of being portfolio managers. They will add depth to the
management of these two mutual funds.”
About Ave Maria Mutual Funds
Ave Maria Mutual Funds is the largest family of Catholic mutual
funds in the U.S. with over $2 billion in assets. The five no-load
funds invest in companies that do not violate core values and
teachings of the Catholic Church. The largest of the funds is the
$975 million Ave Maria Rising Dividend Fund (Ticker: AVEDX). For
more information about Ave Maria Mutual Funds, please call
1-866-AVE-MARIA (866-283-6274) or visit
http://avemariafunds.com.
About Schwartz Investment Counsel, Inc.
Schwartz Investment Counsel, Inc. is a Registered Investment
Adviser. Founded in 1980, the Firm is headquartered in Plymouth,
Michigan with a branch office in Ave Maria, Florida. In managing
the Ave Maria Mutual Funds, investments are made only if companies
meet the Funds’ financial and moral criteria. As such, returns may
be lower or higher than if decisions were based solely on
investment considerations. The Funds’ method of security selection
may or may not be successful and the Funds may underperform or
outperform the stock market as a whole. All mutual funds are
subject to market risk, including possible loss of principal. For
more information about Schwartz Investment Counsel, Inc., please
visit www.schwartzinvest.com.
Request a prospectus, which includes investment objectives,
risks, fees, expenses and other information that you should read
and consider carefully before investing. The prospectus can be
obtained by calling 1-866-283-6274 or it can be viewed at
www.avemariafunds.com.
Distributed by Ultimus Fund Distributors LLC.
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version on businesswire.com: http://www.businesswire.com/news/home/20180103005025/en/
Schwartz Investment Counsel, Inc.Mike RichterDirector of
Marketing734-455-7777mjr@schwartzinvest.com
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