After a bit of a stumble out of the gate in the first quarter of this year, both of our Funds roared back to be
competitive as we raced by the half pole on June 30th of this year.

After a strong finish to 2024, the S&P 500 stumbled in the first quarter of 2025, returning -4.6% as market
volatility made its comeback.

We at the Plumb Funds are pleased to present our positive 4th Quarter results for December 31st, 2024.

As we enter our final quarter of the year, we are pleased to present our Third Quarter results ending September 30th, 2024.

We at the Plumb Funds are pleased to present our strong 2nd Quarter results for June 30th, 2024, as we continue to excel at the halfway point of this year.

The first quarter of 2024 proved awarding to equity investors in general, and specifically for shareholders of the Plumb Funds.

CORONAVIRUS: Effects on the global markets

What are you anticipating over the next 12 months? Should investors be preparing for a downturn?

Have you noticed that interest rates are very low and bond prices volatile?

Investing in the “new” economy. What’s driving the change?

Does international diversification really reduce risk?

Tom Plumb addresses the belief that over time value investing outperforms growth investing.

Tom Plumb discusses how technology is impacting the world we live in. Big data and the fourth industrial revolution are changing how everything is done.

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

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.