Villere Funds(2)

Selectively Balanced in Smaller Caps and Corporate Bonds

Villere Balanced Fund

US> Health/Biotechnology >

Feb 27, 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

Villere Balanced Fund

US> Health/Biotechnology >

May 20, 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 the Villere Balanced Fund, employ a disciplined approach that lets winners run in their portfolio.