Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses the latest on the markets with Rishaad Salamat and Bryan Curtis on Bloomberg Daybreak Asia. Listen below: Plumb Balanced Fund Top 10 Holdings Plumb Equity Fund Top 10 Holdings
Tom Plumb discusses the latest on the markets on Bloomberg Daybreak Asia
Tom Plumb interviewed by TD Ameritrade
“Market Recovering from Recent Weakness” on Friday Oct 16th, 2020 Listen Here Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. References to other mutual funds should not be interpreted as […]
Q3 2020 Plumb Funds Quarterly Commentary
Plumb Fund Institutional Shares
We are very pleased to share these exciting developments with you, The Plumb Funds introduces: Plumb Fund Institutional Shares SMA initiative based on successful Plumb Funds Strategy & Sales and Distribution support from Cantor Fitzgerald Your browser does not support the video tag. Cantor Fitzgerald has no affiliation with Quasar Distributors, LLC
Tom Plumb interviewed for “Drive to the Close”
Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. References to other mutual funds should not be interpreted as an offer of these securities. Performance data quoted represents past performance […]
2020-2Q Plumb Funds Quarterly Commentary
2020-1Q Plumb Funds Quarterly Commentary
The March 31st quarter included unprecedented worldwide economic, health and investor turmoil. The Dow Jones Industrial Average suffered its worst start of a year in its 124-year history. This decline completely offset the strong stock market returns of the previous year, putting the S&P 500 back to the levels of December 2018. The pandemic put all the worlds’ national economies, macro and micro alike, on the same downward spiral.
Coronavirus: Effects on the global markets | Video
CORONAVIRUS: Effects on the global markets
Manager Q&A: The Next Market Downturn (Or, are we still in record setting territory?)
What are you anticipating over the next 12 months? Should investors be preparing for a downturn?
2019-4Q Plumb Funds Quarterly Commentary
Despite tepid earnings growth for the average company in 2019, broad equity markets provided very attractive returns. To the casual observer, public company earning’s growth, GDP growth and stock prices appear to have decoupled. In 2018, the stock market declined despite significant earnings growth for the underlying major indices. In 2019, the stock market soared despite minimal growth in these underlying earnings.