Vulcan Value Partners Fund Institutional Class Shares
VVILX
NASDAQ
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Fund Information
Fund Type
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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
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U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
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Similar Funds
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NAV
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52-Week High
Company Information
Provider
Vulcan Value Partners
Manager/Tenure
(Years)
(Years)
CT Fitzpatrick (15), Colin Casey (1), Taylor Cline (1), 2 others
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 purchasing securities primarily in publicly traded small-cap and large-cap companies that Vulcan Value Partners, LLC (“Vulcan” or the “Adviser”), the fund’s investment adviser, believes to be both undervalued and possessing a quality that gives a company a non-temporary advantage over their peers (or a “Sustainable Competitive Advantage”). It is non-diversified.