Vulcan Value Partners Small Cap Fund Institutional Class Shares
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Fund Information
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Open/Closed to New Investors
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Cash
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Preferred
Convertible
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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 of publicly traded small-cap companies that Vulcan Value Partners,LLC believes to be both undervalued and possessing a quality that gives a company a non-temporary advantage over its peers. Under normal circumstances,at least eighty percent (80%) of the fund’s net assets are invested in small-cap companies. It is non-diversified.