Marathon Value Portfolio(1)

Value Puzzle

Marathon Value Portfolio Fund

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Dec 20, 2006

Investing isn’t a mechanical or scientific process driven by strict rules, according to Marc Heilweil, the manager of Marathon Value Portfolio. It is the experience, the judgments based on that experience, the research and the intuition that drive his process. Constructed with the idea to be an all-weather fund that is not too dependent on economic or market conditions, the fund provides diversified exposure to equities with a long-term perspective.