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Madison Small Cap Fund Class Y (BVAOX)

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11.20 +0.07 +0.63%

28/06 - Closed. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 163.52M

Type: Fund

Market: United States

Issuer: Broadview Funds

Asset Class: Equity

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BVAOX Overview

On this page you'll find an in-depth profile of Madison Small Cap Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of BVAOX among other information.

Investment Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified mix of common stocks of small cap U.S. companies that are believed to be undervalued by various measures and offer sound prospects for capital appreciation. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in small cap securities.

Contact Information

Address 420 W 7th Street STE 219083
Kansas City,MO 53711
United States

Phone (800) 767-0300

Web www.madisonfunds.com

Top Executives

Name	Title	Since	Until
Aaron Garcia	-	2010	Now
Biography	Aaron has been working in the financial services industry since 2002. He specializes in small cap portfolio management for Madison. In addition to his portfolio management duties, Aaron also serves as an equity analyst on the U.S. Equity team. His main areas of investment focus are Healthcare, Industrials, Materials, & Energy sectors. Prior to joining Madison, Aaron served on Broadview Advisors’ small cap strategy and all cap strategy as an analyst and later as a Portfolio Manager. Previously, he worked with Stifel Nicolaus as an associate analyst. Aaron holds a BA in Chemistry from Rice University.
Faraz Farzam	-	2010	Now
Biography	Faraz has been working in the financial services industry since 1999. He specializes in small cap portfolio management for Madison. In addition to his portfolio management duties, Faraz also serves as an equity analyst on the U.S. Equity team. His main areas of investment focus are Consumer, Technology and Financial sectors. Prior to joining Madison, Faraz served on Broadview Advisors’ small cap strategy and all cap strategy as a Portfolio Manager. Previously, he worked with Strong Capital Management. Faraz holds a BS from University of Wisconsin.
Richard E. Lane	Portfolio Managent	1997	2020
Biography	Richard E. Lane currently serves as a Portfolio Manager, President and a Member of Broadview Advisors LLC, which he founded in 2001. He founded Broadview in May 2001. From 1994 to 2001 he was an analyst and portfolio manager at Fiduciary Management, Inc. From 1989 to 1994 he was Vice President, Research at Cleary, Gull, Reiland and McDevitt. Lane participated in the Applied Securities Program in Madison. He is a member of the Milwaukee Investment Analyst Society.
Richard J. Whiting	Portfolio Manager	2010	2019
Biography	Richard J. Whiting has been with Broadview Advisors, LLC since 2001 and currently serves as a Portfolio Manager, Manager of the Trading Department and a Member. Mr. Whiting has worked in the financial services industry since 1982. Mr. Whiting has a BA in Economics from Lawrence University.
Glenn Primack	cofounder, Vice President	2001	2010
Biography	Primack is vice president of Broadview Advisors LLC and one of its cofounders. From May 1998 to May 2001 Mr. Primack was a security analyst at Fiduciary Management Inc. He was a security analyst at Cleary, Gull, Reiland and McDevitt from May 1996 to 1998.
Donald S. Wilson	Partner, President	1996	1997
Biography	Wilson joined Fiduciary Management in 1980 and currently serves as partner and president. Previously, he was a vice president at Nicholas Company for eight years and a commercial loan officer with Northern Trust Company for five years. A growth investor, Wilson emphasizes fundamentals in his bottom-up approach. Wilson is a Chartered Financial Analyst and member of the Milwaukee Investment Analysts Society. Born February 17, 1943 in Watseka, Illinois, he enjoys tennis, golf, and soccer.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Broadview Opportu.	11.20	+0.07	+0.63%