Investment Counsel Since 1911
FEATURED NEWS |
|||
|---|---|---|---|
 |
FORBES (12/7/11) George Young is featured among twelve fund managers who provide their thoughts on what's ahead for 2012 |
 |
CNBC CLOSING BELL YOUNG SAYS FUNDAMENTAL RESEARCH IS KEY TO FINDING VALUE (11/17/11) During an interview with CNBC's Melissa Francis, George Young discusses finding diamonds in the rough by being grounded in fundamental research. Meeting a company's management is a key to discovering value in undervalued and overlooked stocks. He also shared his insight on a few stock picks. |
 |
THE STREET (12/5/11) Villere Balanced Fund among funds that have offered some stability in volatile markets |
||
|
MONEYSHOW (11/14/11) 4 Hot Picks from a Small-Cap Manager |
 |
FOX BUSINESS YOUNG EMPHASIZES INVESTING FOR THE LONG-TERM (8/25/11) During an interview with Fox, George Young emphasized not to let emotions drive investors' investment decisions and that the Villere Balanced Fund remains focused on a long-term investment strategy. |
|
NEW YORK TIMES (10/9/11) Villere Balanced Fund listed |
||
|
WALL STREET JOURNAL (10/5/11) Villere Balanced Fund listed |
||
A Rose by any other name
Blue chip..great company..don't ever sell my (fill in the blank). Have you ever heard these accolades? They presuppose that a given stock will always be a sound investment and that it will always fit for a given portfolio. Not so.
Just like a person, stocks change over time. They evolve, they make mistakes, they grow (hopefully); they are ethereal. Although we are big fans of holding stocks for the long term, we are also big fans of continual portfolio review.
Read more on our blog >
Posted on September 23, 2011
|
Sign up to receive the latest updates in your inbox |
CENTENNIAL TIMELINEA century of milestones and memories Click here > |
Print our current fact sheet. Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security. Click here for current top 10 holdings.
Mutual fund investing involves risk. Principal loss is possible.
Investments in smaller and medium sized companies involve additional risks such as limited liquidity and greater volatility. 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 non-rated securities present a great risk of loss to principal and interest than higher rated securities.
Shares of the Villere Balanced Fund are currently offered only in the United States and are not registered for sale in any jurisdiction other than the United States. This is not an offer to sell or a solicitation to buy in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful.
The Fund's investment objectives, risks, charges, expenses and other information are described in the prospectus or summary prospectus, which must be read and considered carefully before investing. You may download the prospectus or summary prospectus or obtain a hard copy by calling 866-209-1129.
The Villere Balanced Fund is distributed by Quasar Distributors, LLC.
Prospectus | Summary Prospectus | Proxy Voting | Privacy & Legal | Web Use Terms | Directions | Contact Us
St. Denis J. Villere & Company, LLC | 601 Poydras St. Suite 1808 | New Orleans, Louisiana 70130 | 504-525-0808
