(11/14) A "balanced fund with attitude"
A concentrated balanced fund with less than 30 stocks, the Villere Balanced Fund, is designed for investors who are comfortable with a higher level of volatility in pursuit of a higher level of total return.

Read more >

CBS Money Watch

(8/27/14) Lamar Villere shares his market outlook and comments on a few favorite stocks. He sees value in small-cap stocks for potential long-term growth.

Read more >


(9/14) Villere Balanced Fund is spotlighted among Hybrid Funds in Kiplinger's annual rankings. Diversified in both stocks and bonds, the Fund focuses on small and mid-cap companies.

Read more >

Fox Business

(9/11/14) Essentially a perma-bull since mid-2009, Sandy Villere feels good about the market longer-term. He discusses a bottom-up investment strategy and stock picks with Lori Rothman.

Read More >


(6/26/14) The Villere Balanced Fund is featured in this issue of Barron's. Sandy Villere discusses the "go anywhere" strategy of the Fund to find attractive growth stocks. He also shares his insight on a few of his favorite stock picks.

Read more >

See details of these and other press >


Let's Talk About Turnover, December 2013: Is your fund's turnover strategy just right?

Read the article >