Cheddar TV: Outlook For Global Markets

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News

Cheddar TV: Outlook For Global Markets

Tom Plumb discusses the recovery of the Turkish lira and shares his outlook for the markets.

Manager Q&A: Opportunities in the Market

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Ideas

Manager Q&A: Opportunities in the Market

We believe stocks are the best leading indicator for the economy, not the other way around. Valuations don’t cause or predict market corrections.

Reuters: Qualcomm CEO In The Ring Alone After U.S.-China Spat Kills Deals

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Reuters: Qualcomm CEO In The Ring Alone After U.S.-China Spat Kills Deals

Tom Plumb comments on Qualcomm CEO following recently thwarted deal. Plumb says he thinks Mollenkopf is in the ‘show me’ phase of his tenure.

Forbes: Plumb Balanced Fund

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Forbes: Plumb Balanced Fund

“The nice thing about a balance fund is by its constraints it prevents people from getting too excited or too negative. It works to what your particular tolerances are.” Tom Plumb says of balanced fund in this article that spotlights the Plumb Balanced Fund.

Barron’s: Tom Plumb On Visa, Alibaba, And 7 Other Picks

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Barron’s: Tom Plumb On Visa, Alibaba, And 7 Other Picks

Tom Plumb gravitates toward companies that are swimming with the tide of major secular trends. Today, he sees opportunity in stocks from a number of categories, from financial technology to online travel—and he’s not afraid to own debt from companies.

Fox Business: Opportunities For Investors Despite Trade War Fears?

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Fox Business: Opportunities For Investors Despite Trade War Fears?

Despite talks of trade disputes, Tom Plumb thinks there are some great opportunites in this investment environment, especially in technology and healthcare.

Bloomberg Radio: Crossroads Or Fork In The Road

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Bloomberg Radio: Crossroads Or Fork In The Road

Tom Plumb sees a strong dollar and the advent of new technologies fostering greater productivity for companies and individuals in this radio interview with Bloomberg’s DayBreak Asia.

MarketWatch: For Stock Market Investors, There Really Is A Great Future In Plastic

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MarketWatch: For Stock Market Investors, There Really Is A Great Future In Plastic

It’s about how, not where, people spend money, says fund manager Tom Plumb. Tom is fascinated by the digitization of payment systems across the globe. The Plumb Balanced Fund is unusual in that the stock portion consists of growth-style stocks.That helps to explain how the mutual fund has fared.

Kiplinger: A Way To Keep Your Balance

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Kiplinger: A Way To Keep Your Balance

This spotlight on balanced funds reviewed the Plumb Balanced Fund among its peers – a category of funds that rebalance assets between stocks and bonds to a set allocation.

Manager Q&A: Opportunities in Healthcare

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Ideas

Manager Q&A: Opportunities in Healthcare

We believe that global healthcare innovation is one area with dynamic opportunities. There has been some tremendous advancement in this field, including new drugs, therapies, early detection, treatment, medical devices, information systems, and robotics, to name just a few.

Mutual fund investing involves risk. Principal loss is possible.

The Funds may invest in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The Funds may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales. Temporary Defensive Positions: Under adverse market conditions the Fund could invest a substantial portion of its assets in US Treasury securities and money market securities which could reduce the benefit from any upswing in the markets.

The Plumb Balanced Fund will invest in debt securities, which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the Fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. Investments in Asset Backed and Mortgage Backed Securities include additional risks that investors should be aware of such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. The Fund may engage in short-term trading, which could produce higher transaction costs and taxable distributions and lower the fund’s after-tax performance.

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.