Schwartz Investment Counsel Announces New Portfolio Manager Role

Exciting Leadership Changes at Schwartz Investment Counsel

In a significant development, Schwartz Investment Counsel, Inc., the investment adviser for the Ave Maria Mutual Funds, has announced the promotion of James T. Peregoy, CFA, to co-Portfolio Manager of the Ave Maria Bond Fund (AVEFX). Joining him are Lead Portfolio Manager Brandon S. Scheitler and fellow co-Portfolio Manager George P. Schwartz, CFA. This strategic move is designed to enhance the management and investment strategies of the fund aimed at delivering superior returns to investors.

A Look at James T. Peregoy's Background

James brings a wealth of experience to his new role. Prior to his tenure with Schwartz Investment Counsel, which began in 2021, he worked as a consultant at Plante Moran, where he developed sustainable investment strategies and financial insights. He holds a Bachelor of Business Administration in Finance and Statistics from Grand Valley State University and is a Chartered Financial Analyst, indicating his robust understanding of financial markets. His in-depth knowledge and experience position him well to contribute to the Ave Maria Bond Fund's objectives.

About Ave Maria Mutual Funds

Ave Maria Mutual Funds is dedicated to aligning investment opportunities with the values of its investors. The family of mutual funds operates under strict Catholic principles, focusing on companies that support pro-life, pro-family, and pro-religious liberty values. Founded in 2001, the Funds strive to combine ethical investing with the potential for strong financial performance, allowing investors to build wealth while upholding their personal beliefs. This alignment of financial objectives with moral values is what sets Ave Maria Mutual Funds apart in today's investment landscape.

Importance of Ethical Investing

In a world where financial gains can often conflict with personal values, ethical investing provides a refreshing alternative. Ave Maria Mutual Funds believes that investments can yield both positive social impacts and financial growth. This approach not only meets the financial aspirations of its investors but also reflects a harmonious balance between profit and principle. Investors have the opportunity to make a meaningful difference while contributing to their financial security through ethically guided investment practices.

Why Choose Ave Maria Mutual Funds?

Investing in Ave Maria Mutual Funds allows individuals to support causes they believe in while working towards achieving their financial goals. The firm emphasizes thoroughly vetted investments that align with Catholic values, which can resonate deeply with many investors seeking to adhere to their faith in their financial decisions. This commitment to ethical investing is a cornerstone of Ave Maria's mission, providing peace of mind to investors looking for both returns and ethical integrity.

Understanding the Ave Maria Bond Fund (AVEFX)

The Ave Maria Bond Fund focuses on providing investors with fixed-income options while maintaining adherence to ethical standards. By prioritizing investments in companies that fulfill the Fund's rigorous criteria, the Fund promises not only potential steady income but also the assurance of aligning investments with personal beliefs. This approach may appeal to a growing number of investors who prioritize morality alongside monetary returns.

Frequently Asked Questions

What is the significance of the promotion of James T. Peregoy?

James T. Peregoy's promotion to co-Portfolio Manager marks an important step for the Ave Maria Bond Fund, promising fresh insights and strategies under his leadership.

How does Ave Maria Mutual Funds ensure ethical investing?

They focus on companies that align with Catholic values, investing only in those that support pro-life, pro-family, and pro-religious liberty principles.

What should investors consider before investing in mutual funds?

Investors should carefully review the fund's objectives, risks, fees, and expenses to ensure alignment with their financial goals and values.

What opportunities do Ave Maria Mutual Funds provide?

Ave Maria Mutual Funds offers a chance to invest in ethically aligned companies while also pursuing long-term financial growth.

Where can I learn more about the Ave Maria Mutual Funds?

Visit the official website or call their customer service to access resources and detailed information about their offerings.

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