Bloomberg Radio: Tom Plumb

August 24, 2021

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Bloomberg Radio: Tom Plumb

Bloomberg Radio: Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses Federal Reserve policy, pressure on interest rates, blue chip investment opportunities, and artificial intelligence.

Post author By webmaster
Post date August 24, 2021

Bloomberg Radio: Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses Federal Reserve policy, pressure on interest rates, blue chip investment opportunities, and artificial intelligence. Hosted by Paul Sweeney and Taylor Riggs. 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 an offer of these securities.

Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security. Current and future holdings are subject to risk.

Past performance does not guarantee future results.

Mutual fund investing involves risk. Principal loss is possible.

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The Federal Reserve is the central banking system of the United States of America.

Taper Tantrum describes the 2013 surge in U.S. Treasury yields, resulting from the Federal Reserve’s (Fed) announcement of future tapering of its policy of quantitative easing.

Velocity of Money is a measurement of the rate at which money is exchanged in an economy. It is the number of times that money moves from one entity to another.

Purchasing Managers Index is an index of the prevailing direction of economic trends in the manufacturing and service sectors.

Dividend Yield a dividend expressed as a percentage of a current share price.

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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.

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References to other mutual fund products should not be interpreted as offers of those securities.

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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.