The first quarter of 2024 proved awarding to equity investors in general, and specifically for shareholders of the Plumb Funds.
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Q1 2024 Quarterly Commentary
Q4 2023 Quarterly Commentary
Q4 2023 Quarterly Commentary
January 31, 2024 Dear Fellow Shareholders, As we reflect on the past year, we are pleased to share with you our performance highlights for the fourth quarter of 2023. Despite the challenges faced by the market in recent years, we are proud to report that our Plumb Balanced Fund has shown resilience and delivered stellar […]
Tom’s event on the Schwab Network
Tom’s event on the Schwab Network
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Schwab Network’s “Morning Trade Live” show with Tom Plumb
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Tom talks about the market with Schwab Network
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Q2 2023 Quarterly Commentary
Q2 2023 Quarterly Commentary
June 30, 2023 Dear Fellow Shareholders, Performance: The stock and bond markets were mixed for the quarter ending June 30, 2023, with the broad stock market as measured by the S&P 500 advancing 8.74%, the MSCI EAFE (foreign stock market index) up 1.87%, and the Bloomberg Barclays Intermediate term government/corporate bond index declining 0.81%. Recall […]
Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses the latest on the markets. He Spoke with hosts Bryan Curtis and Rishaad Salamat on “Bloomberg Daybreak Asia” (Radio)
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Adobe (ADBE) Potential for Growth Ahead of Earnings
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Market Call with Tom Plumb and “Money Life with Chuck Jaffe
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Q1 2023 Quarterly Commentary
Q1 2023 Quarterly Commentary
Thomas G. Plumb, CFA Lead Fund Portfolio Manager President, CEO, Chairman March 31, 2023 Dear Fellow Shareholders, The Plumb Balanced Fund (PLBBX) for 1st quarter ending March 31st, 2023, finished up 8.33% and beat our blended benchmark by 2.39%. Our largest weighted Information Technology sector was up 31.53% vs the 18.92% Information Technology sector of […]