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News (24)

News

Friday, 18 May 2018 15:58

Bloomberg Radio: Crossroads or Fork in the Road

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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. 

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.

Tuesday, 15 May 2018 18:33

Kiplinger: A Way to Keep Your Balance

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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.

Thursday, 26 April 2018 16:33

Plumb Funds Morningstar Ratings Press Release

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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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  • Sub Title 04/19/2018

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.

Tom Plumb expects to see volatility in the market place, but sees potential for upside with strong economy and moderate interest rates.

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.

Tom Plumb talks with Cory Johnson and Carl Massar about the Plumb Funds strategies. He shares his insight on digital currency as well as some current holdings. (The Funds do not invest in Bitcoin or digital currencies as of the date of this article.)

Monday, 12 February 2018 09:37

CNBC: The market correction was technical

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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.

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.”

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