Jamestown Equity Fund
JAMEX
NASDAQ
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Fund Information
Fund Type
Category
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Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Williamsburg Investment Trust
Manager/Tenure
(Years)
(Years)
Charles M. Caravati (26), Richard H. Skeppstrom (9)
Website
Address
C/O Ultimus Fund Solutions, LLC
Cincinnati OH - 45246
Cincinnati OH - 45246
Country
United States
Phone Number
866-738-1126
Investment Strategy
The investment seeks long-term growth of capital. The fund seeks to achieve its objective by investing in a diversified portfolio composed primarily of domestic equity securities. Under normal circumstances, at least 80% of the fund’s net assets (including the amount of any borrowings for investment purposes) will be invested in equity securities. Equity securities consist of common stocks, shares of exchange-traded funds (“ETFs”) that invest in common stocks, preferred stocks, and convertible preferred stocks.