Plumb Balanced Fund Earns Five Stars; Equity Fund Earns Four Stars: “The funds have maintained a disciplined investment strategy that has served shareholders very well.”
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Plumb Funds Morningstar Ratings Press Release
Plumb Funds Quarterly and Year-End Update
We are pleased to report very favorable results for the Plumb Funds for both the quarter and the calendar year. World stock markets continued their advance in the fourth quarter of 2017.
Kiplinger: Plumb Equity Fund Looks For Bargains In Large Growth Stocks
The recent market correction provided an opportunity to buy stocks at a discount, add to key holdings and initiate new positions. Prospective holdings in the Fund depend on worldwide trends that Tom Plumb believes will “transcend short-term ebbs and flows in the stock market.” He has found large, fast-growing companies often have the potential to withstand this kind of short-term volatility.
Reuters: Investors Shrug Off U.S. Government Shutdown
Tom Plumb expects to see volatility in the market place, but sees potential for upside with strong economy and moderate interest rates.
Reuters: Wall St. Up Sharply As Fear Of Rising Interest Rates Ebbs
Tom Plumb expects to see volatiltiy in the marketplace, but sees potential for upside with a strong economy and moderate interest rates.
Wall Street Journal: Amazon Is Taking Over The Stock Market, Too
As technology names continue to lead the market this year, Tom Plumb thinks that there’s not much limit to the upside potential when you have a company that can really grow and innovate.
Bloomberg Radio: Tom Plumb On Opportunities In Tech Stocks
Tom Plumb discusses the market, Plumb Balanced Fund strategy and a few stock picks with Carol Massar and Pimm Fox. He thinks the biggest mistake investors make is they don’t stay with something…
CNBC: The Market Correction Was Technical
CNBC: The Market Correction Was Technical
Tom Plumb doesn’t think we’ll have big inflation problem in the next few years. He believes we’re just going through some natural corrections in the market.
Wall Street Journal: Apple Posts Record Results Even With Fewer Iphones Sold
Tom Plumb comments on Apple, following the company’s recent revenue report. He says that the company needs to figure out how to get recurring revenue streams so they’re not “holding their breath on each new product launch.”
MarketWatch: Stock Market Hits Another Round Of Records
Tom Plumb comments on the market as it hit another record. He says that we’re starting to put together the puzzle of how the tax law will impact companies across the economy. He thinks the impact will be positive.