The Villere Funds give you access to Villere’s investment approach and time-tested strategies in a mutual fund.
We introduced the Villere Balanced Fund in 1999 and the Villere Equity Fund in 2013 in direct response to recurring requests from our high net worth clients to extend Villere’s investment discipline to more investors with a lower-minimum account option.
The Balanced Fund invests primarily in small- and mid-sized companies through an active and selective investment approach, creating a concentrated equity portfolio of Villere’s 20-30 best ideas. The Villere Fund offers a mix of stock and bonds in a single fund, with the fixed income portion designed to help balance risk and reduce volatility.
The Equity Fund invests primarily in small- and mid-sized companies through an active and selective investment approach, creating a concentrated equity portfolio of Villere’s 20-30 best ideas. The Villere Fund pursues investment opportunities over the long term without a constraint of a benchmark, while targeting sustainable long-term growth with reasonable valuations.