INVESTING WITH CONVICTION
A SELECTIVE APPROACH AND INSIGHTS GAINED FROM DECADES OF INVESTING
George Young • May 18, 2021 • Villere Podcast
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Mutual fund investing involves risk; loss of principal is possible. Investments in smaller and medium sized companies involve additional risks such as limited liquidity and greater volatility than large cap companies. The Balanced Fund will invest in debt securities. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in lower rated and nonrated securities present a great risk of loss to principal and interest than higher rated securities. The Equity Fund may invest in foreign securities. Foreign investments involve additional risks, including currency fluctuation, political and economic instability, lack of liquidity and differing legal and accounting standards. These risks are magnified in emerging markets. The Equity Fund’s ability to invest in initial public offerings (IPOs) involves a higher degree of risk than more seasoned companies.
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Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted.
Click here for standardized and month-end performance of the Villere Balanced Fund.
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Click here for the Villere Balanced Fund current top 10 holdings.
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As of May 18, 2021, neither the Villere Balanced Fund nor the Villere Equity Fund held any shares of the FAANG stocks (Facebook, Apple, Amazon, Netflix, Google), Microsoft, Exxon, or IBM.
Fund holdings and/or sector allocations are subject to change at any time and are not recommendations to buy or sell any security.