AVEMX — Ave Maria Value Fund

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The Ave Maria Value Fund primarily allocates capital to common stocks that its investment adviser identifies as trading below their true intrinsic worth, based on the adviser's specific valuation methodology. A core principle of the fund is its adherence to religious guidelines: typically, every equity holding—encompassing common, preferred, and convertible shares—as well as a minimum of 80% of the fund's total net assets, must be invested in companies that satisfy these faith-based criteria. The fund builds its portfolio using securities from established businesses across a diverse range of market capitalizations.

Company profile

• Sector: Financial Services
• Industry: Asset Management
• Country: US
• Exchange: NASDAQ

Related companies

• AACP — Apogee Acquisition Corp Class A Ordinary Shares
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• BX — Blackstone Inc.
• BNH — Brookfield Finance Inc.
• BN — Brookfield Corporation
• BNJ — Brookfield Finance Inc. 4.50% P
• KKR — KKR & Co. Inc.
• BAM — Brookfield Asset Management Ltd.

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