Vulcan Value Partners Fund Institutional Class Shares
VVILX
NASDAQ
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Fund Information
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Open/Closed to New Investors
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Cash
Stock
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Preferred
Convertible
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Similar Funds
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Company Information
Provider
Vulcan Value Partners
Manager/Tenure
(Years)
(Years)
C.T. Fitzpatrick (15), Colin Casey (0), Taylor Cline (0), 1 other
Address
Vulcan Value Partners
Birmingham Al - 35223
Birmingham Al - 35223
Country
United States
Phone Number
205-803-1582
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 fund believes to be both undervalued and possessing a sustainable competitive advantage. The fund generally regards small-cap companies to be those less than $10 billion in market. It is non-diversified.