Separately managed accounts - Schwartz Investment Counsel
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separately managed accounts
pro-life
pro-family
We take a pro-life and pro-family approach to investing, with a proprietary screen-
ing process examining corporate compliance with Catholic teachings.
Specifically, companies engaged in the following are eliminated:
abortion
pornography
embryonic stem cell research
policies undermining the
sacrament of marriage
Investments are made only in companies that do not violate core teachings of
the Catholic Church as set by our Catholic Advisory Board.
Catholic Advisory Board
dr. robert george dr. scott hahn lou holtz larry kudlow
Professor, Professor, Franciscan University Emeritus; Former Coach, Emeritus; National
Princeton University of Steubenville University of Notre Dame Economic Council Director
tom monaghan dr. melissa moschella gloria purvis fr. john riccardo
Chairman, Professor, Morning Glory Host, Emeritus; Executive Director
Ave Maria Foundation Columbia University EWTN ACTS XXIX
paul roney–chairman Lila Rose cardinal archbishop
President, President, adam maida allen vigneron
Domino’s Farms Corporation Live Action Episcopal Advisor Episcopal Advisor
Former Board Members Who Continue To Lead and Inspire In Spirit
bowie k. kuhn michael novak phyllis schlafly
moral portfolio
screens decisions
CATHOLIC SCHWARTZ
ADVISORY BOARD INVESTMENT COUNSEL, INC.
Responsible for setting moral criteria for Experienced investment professionals
screening out companies that violate core select securities for each portfolio to meet
values of the Roman Catholic Church investment objectives
ave maria separately managed accounts
Strategy/inception goal investment focus managers
World Long-term capital Companies of all capitalizations Joseph W. Skornicka, CFA
Equity appreciation from around the world Robert C. Schwartz, CFP®
4/30/2010
Mid-cap and larger companies
Growth
D
Long-term capital offering above-average potential Adam P. Gaglio, CFA
appreciation for growth in revenues, profits Chadd M. Garcia, CFA
R
5/1/2003
and cash flow
A
W
Companies of all capitalizations
Value Long-term capital Timothy S. Schwartz, CFA
E
believed to be undervalued relative to
appreciation Joseph W. Skornicka, CFA
5/1/2001 their intrinsic worth
R
/
K
Rising Long-term capital
S
appreciation and a Joseph W. Skornicka, CFA
Dividend rising stream of
Dividend-paying common stocks
George P. Schwartz, CFA
I
5/2/2005 dividend payments
R
Fixed Preservation of
principal with a
Primarily domestic investment-grade
debt of government and corporate Brandon S. Scheitler
Income reasonable level of issuers and may invest up to 20% of its George P. Schwartz, CFA
5/1/2003 current income assets in equity securities
senior leadership
GEORGE P. TIMOTHY S. JOSEPH W. MICHAEL J.
SCHWARTZ, CFA SCHWARTZ, CFA SKORNICKA, CFA SCHWARTZ
Chairman & President Senior Vice President & Senior Vice President
Chief Executive Officer Chief Investment Officer Institutional Sales
ROBERT C. ADAM P. CHADD M. BRANDON S.
SCHWARTZ, CFP® GAGLIO, CFA GARCIA, CFA SCHEITLER
Senior Vice President Vice President & Vice President & Vice President &
Senior Research Analyst Senior Research Analyst Senior Research Analyst
CATHY M. ANTHONY W. RYAN M. TODD C.
STONER, CPA, IACCpsm GENNARO, CFA, CPA KUYAWA, CFA GIESSLER
Vice President & Senior Equity Analyst Senior Research Analyst & Director Of Advisory Services
Chief Compliance Officer Head Trader
SCHWARTZ INVESTMENT COUNSEL, INC.
separately managed accounts
Ave Maria Value Strategy
Ave Maria Growth Strategy
Ave Maria Rising Dividend Strategy
Ave Maria World Equity Strategy
Ave Maria Fixed Income Strategy
For additional information,
contact your financial professional, or call
1-800-449-9240
Schwartz Investment Counsel, Inc., a registered investment adviser established in 1980, serves as investment adviser for Ave
Maria Mutual Funds and invests only in securities that meet the Funds’ investment and religious requirements. The returns may
be lower or higher than if decisions were based solely on investment considerations. The method of security selection may or
may not be successful and the Funds may underperform or outperform the stock market as a whole. All mutual funds are
subject to market risk, including possible loss of principal. The Funds' investments in small and mid capitalization companies
could experience greater volatility than investments in large capitalization companies. AVEWX invests in foreign securities and
securities issued by U.S. entities with substantial foreign operations. Investments in these securities can involve additional risks
relating to political, economic or regulatory conditions in foreign countries. These risks include less stringent investor protection
and disclosure standards of some foreign markets; fluctuations in foreign currencies; and withholding or other taxes. AVEFX
invests primarily in fixed income securities and as a result the Fund is also subject to the followings risks: interest rate risk, credit
risk, credit rating risk, prepayment and extension risk and liquidity risk.
Mutual fund investing involves risk. Principal loss is possible. Request a prospectus, which includes investment objectives, risks, fees, expenses
and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-866-283-6274
or it can be viewed and downloaded from www.avemariafunds.com. Distributed by Ultimus Fund Distributors, LLC. 300-05-011521
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