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Villere Balanced Fund - Keywords


FUND OVERVIEW

  • Fourth Generation Team
  • Smaller-Cap Balanced Fund

INVESTMENT FOCUS

  • Balanced Investing
  • Small-Cap and Mid-Cap Growth

INVESTMENT PHILOSOPHY

  • 5- to 7-year Holding Period
  • Full Market Cycle
  • Concentrated Investing

INVESTMENT PROCESS

  • Bottom-Up Selection
  • Free Cash Flow
  • PEG Ratio Less Than 1

RESEARCH PROCESS

  • Barrier to Entry
  • Meeetings with Management
  • Market Leaders
  • Low Debt
  • Long Growth Runway

PORTFOLIO CONSTRUCTION

  • Concentrated Portfolio
  • Valuation Driven
  • Shorter Bond Duration
  • 25%-40% in Bonds
  • Not Invested in U.S. Treasuries

RISK CONTROL

  • Risk|Reward Ratio Focused
  • Overvaluation Aware