Category: News

Tom Plumb Drive to Close on June 28, 2021

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News

Tom Plumb Drive to Close on June 28, 2021

Carol Massar brings together the latest news from the world of business and finance and she discussed the current market with Tom Plumb.

Tom Plumb on Bloomberg Businessweek

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News

Tom Plumb on Bloomberg Businessweek

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and they discussed the current market with Tom Plumb.

Tom Plumb quoted in The Associated Press

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Tom Plumb quoted in The Associated Press

Tom Plumb quoted in The Associated Press, “A recovery like we are in has never been smooth”.

Tom Plumb on Bloomberg Daybreak Asia

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News

Tom Plumb on Bloomberg Daybreak Asia

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.

Does a rising tide raise all boats?

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Does a rising tide raise all boats?

Hear what Tom has to say about the current market and why Bloomberg Radio likes having Tom on the show.   Plumb Balanced Fund Top 10 Holdings Plumb Equity Fund Top 10 Holdings                   Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a […]

Tom Plumb discusses the latest on the markets on Bloomberg Daybreak Asia

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Tom Plumb discusses the latest on the markets on Bloomberg Daybreak Asia

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 interviewed by TD Ameritrade

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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 […]

Plumb Fund Institutional Shares

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News

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”

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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 […]

TD Ameritrade Network: Outlook For Amazon In 2020

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TD Ameritrade Network: Outlook For Amazon In 2020

Amazon is the poster company for driving disruptive growth, according to Tom Plumb. He prefers Alibaba to Amazon due to China’s growth trajectory.

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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.

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