Sentences with phrase «vulcan value»

Vulcan Value Partners (VVLPX) has closed to new investors.

All five of Vulcan Value Partners» investment strategies are ranked in the top 1 % of their respective peer groups since inception.

Vulcan Value Partners (VVPLX) was the other Bronze honoree.

The equally excellent Vulcan Value Partners Small Cap (VVPSX) fund is also closed, though Morningstar has declined to recognize it as a medalist fund.

... Vulcan Value Partners fund (ticker: VVPLX) is up an average of 22 % a year over the last three years, putting it in the top 1 % of large growth funds.

In the past three years, the Vulcan Value Partners fund exhibited good risk - adjusted performance.

A recent article in Barron's profiles the Vulcan Value Partners Fund (VVPLX).

A wealth manager (and demo client) from Denver asks our view of his favorite funds, Vulcan Value Partners (VVPLX).

So, too, is Vulcan Value Fund (VVPLX).

Where there is more uncertainty is in small and mid-cap biotech stocks: «Biotech is just rife with speculation — that is not what we do,» says CT Fitzpatrick, CEO of Vulcan Value Partners.

Not exact matches

Prior to founding Vulcan, the manager, C.T. Fitzpatrick, worked for many years at Southeastern under famed value investor O. Mason Hawkins.

In the chart below, I subtracted the returns of the Vanguard Small Cap Value ETF VBR, which tracks the CRSP US Small Cap Value Index, from the Vulcan fund's returns.

While the Vulcan fund benchmarks itself against the Russell 2000 Value index, the Russell 2000 is terribly flawed and has historically lost about 1 % to 2 % a year to index reconstitution costs.