Latest Q&A Based Profiles ( 2 Interview )


Selectively Balanced in Smaller Caps and Corporate Bonds

Health-Biotechnology > NA

Villere Balanced Fund

FBTCX

Feb 2, 2019

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.
 

Let Winners Run

Health-Biotechnology > NA

Villere Balanced Fund

FBTCX

May 5, 2011

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
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