Villere Balanced Fund
Traditionally balanced funds are diversified among well-known large-cap stocks and U.S. Treasuries, with a more of a risk-averse investment style. Portfolio manager Sandy Villere explains how the Villere Balanced Fund prefers to concentrate on faster-growing stocks trading at reasonable valuations, and diversify in select corporate bonds.
May 20, 2011
Villere Balanced Fund
Nimble companies with sustainable business models are especially appealing to patient investors. For those who have a long-term vision and willingness to ride a company’s growth during the ups and downs of market cycles, such names can offer uncommon rewards. George V. Young and George G. Villere, portfolio managers of the Villere Balanced Fund, employ a disciplined approach that lets winners run in their portfolio.
