Adviser to Ave Maria Mutual Funds Announces Promotion
2015年9月15日 - 11:00PM
ビジネスワイヤ(英語)
Schwartz Investment Counsel, Inc., the investment adviser to the
Ave Maria Mutual Funds, has announced that its President, Richard
L. Platte, Jr., CFA has also been named Chief Investment Officer.
In this role, he is responsible for the implementation of
investment strategy for the Firm. Mr. Platte continues in his role
as co-portfolio manager of the Ave Maria Rising Dividend Fund
(AVEDX), the Ave Maria Growth Fund (AVEGX) and the Ave Maria Bond
Fund (AVEFX). “He joined the Firm in 1987 and has established a
record of leadership in addition to excellent investment
performance”, remarked Chairman and CEO George P. Schwartz, CFA.
Headquartered in Plymouth, Michigan, Schwartz Investment Counsel,
Inc. manages more than $1.9 billion of investor assets and has a
branch office in Ave Maria, Florida.
About Ave Maria Mutual Funds
Ave Maria Mutual Funds is the largest family of Catholic mutual
funds in the U.S. The five no-load funds invest in companies that
do not violate the pro-life, pro-family values of the Catholic
Church. Ave Maria Mutual Funds launched its first fund, the Ave
Maria Catholic Values Fund (Ticker: AVEMX), on May 1, 2001. Since
then it has added three additional stock funds and one bond fund.
The largest of the funds is the $773 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’s primary objective is to provide
superior investment counsel to investors who seek a disciplined
approach to investing. For more information about Schwartz
Investment Counsel, please visit www.schwartzinvest.com. Schwartz
Investment Counsel, Inc. serves as investment adviser for Ave Maria
Mutual Funds, which invests in securities only if they meet the
Funds’ investment and religious requirements. As such, the 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.
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/20150915005065/en/
Schwartz Investment Counsel, Inc.Mike RichterDirector of
Marketing734-455-7777mjr@schwartzinvest.com
Ave Maria Bond Fund Class R (MM) (NASDAQ:AVEFX)
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