In the Plumb Funds, we want to invest in stocks that we believe have the potential to grow. But to grow, companies need to be able to evolve and adapt to an ever changing environment.
As we research each prospective company, we ask ourselves these questions: Will it be a leader, a follower, or an innovator?
We carefully observe not only its products and services, but whether they have the potential to be ground-breaking. Or is this a company that will enable others to create disruption. Who else will benefit, and who or what might be displaced.
We look for three foundational concepts in our research:
While the stock portion of the Plumb Balanced Fund and Plumb Equity Fund are managed similarly, the Balanced Fund strives to moderate risk by adding a bond component.
Perhaps unlike most others, we believe that growth from stocks also offers the potential to moderate risk if one can find stocks that offer consistent growth even in difficult markets.
Our portfolios are diversified by company size, or market capitalization, which means we own large, medium and small businesses. Today, while somewhat more than half of our stock holdings are in large capitalization companies, we are continuing to find more investment opportunities in small and medium capitalized businesses.
Our investment philosophy, supported by extensive security investment research, drives the selection process. We look for growing companies which fall into our investable theme, striving to purchase them at reasonable prices with a goal to outperform over entire business cycles. We believe that this produces an attractive risk-adjusted return for our clients and shareholders.
For more the 30 years, Wisconsin Capital Management has provided individual portfolio management to individuals, companies and institutions.
Through the years, Wisconsin Capital’s clients desired access to the same investment management style through mutual funds. For two decades, that access was offered through the Thompson Plumb Balanced Fund, later known as the Dreyfus Premier Balanced Opportunity Fund sub-managed by Wisconsin Capital Management, LLC.
Today, Wisconsin Capital Management manages mutual funds through Wisconsin Capital Funds, better known as the Plumb Funds.
The goal of the Plumb Funds is to bring shareholders the advantages of the investment discipline Wisconsin Capital Management clients have come to appreciate, through the convenience of a mutual fund structure.
Diversification does not assure a profit nor protect against loss in a declining market.
Investment performance reflects fee waivers. In the absence of these waivers, returns would be reduced.
Any tax or legal information provided isn’t an exhaustive interpretation of some of the current income tax regulations. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.
References to other mutual fund products should not be interpreted as offers of those securities.
The Funds' investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free hard-copy version by calling 1-866.987.7888 or you may download a prospectus here. Read it carefully before investing.
The Plumb Funds are distributed by Quasar Distributors, LLC.
Wisconsin Capital Management, the advisor to the funds, is a registered investment advisory firm based in Madison, Wisconsin, founded in 1984. Plumb Funds is a registered trademark of Wisconsin Capital Funds, Inc.