Breaking News

Plumb Equity Fund Investor Shares (0P00008TI7)

US Funds

Add to/Remove from a Portfolio Add to Watchlist

30.590 -0.020 -0.07%

11/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 14.26M

Type: Fund

Market: United States

Asset Class: Equity

General
Chart
- Streaming Chart
- Interactive Chart
Technical
- Technical Analysis
Forum

0P00008TI7 Overview

On this page you'll find an in-depth profile of Plumb Equity Fund Investor Shares. Learn about the key management, total assets, investment strategy and contact information of 0P00008TI7 among other information.

Investment Strategy

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets, including borrowings for investment purposes, in common stocks and other equity securities, such as exchange-traded funds (ETFs), options, preferred stocks and securities convertible into such equity securities. It generally invests in higher quality companies that are trading at significant discounts to portfolio managers' estimates of their intrinsic value. These companies may include large, medium, and smaller-sized companies.

Contact Information

Address 8030 Excelsior Drive, Suite 307
Madison,WI 53717
United States

Phone -

Web www.plumbfunds.com

Top Executives

Name	Title	Since	Until
Nathan M. Plumb	Assistant portfolio manager	2023	Now
Biography	Mr. Nathan Plumb has been an assistant portfolio manager for the Funds since August 2013. Mr. Plumb has served as a financial consultant for SVA Plumb Wealth Management and in various other roles with Wisconsin Capital Management and related entities since 2003, including as an active member of Wisconsin Capital Management’s research committee since 2010 and as a portfolio manager for privately managed accounts since 2009. He obtained a Masters of Business Administration from the University of Wisconsin and a Bachelor’s degree in Psychology from Gustavus Adolphus College. He also holds his Certified Trust and Financial Advisor (CTFA) certification.
Thomas G. Plumb	Principal/Founder	2007	Now
Biography	Mr. Plumb is a Principal and the founder of Wisconsin Capital Management, LLC, since January 2004, a firm that traces its origins back over thirty years. He has over thirty years of experience as an investment professional including twenty years as the lead manager of two balanced mutual funds, the Thompson Plumb Balanced Fund and the Dreyfus Premier Balanced Opportunity Fund. Mr. Plumb earned a Bachelor of Business Administration degree from the University of Wisconsin-Madison in 1975 and also holds a Chartered Financial Analyst (CFA) designation.
Nathan M. Plumb	Assistant portfolio manager	2013	2017
Biography	Mr. Nathan Plumb has been an assistant portfolio manager for the Funds since August 2013. Mr. Plumb has served as a financial consultant for SVA Plumb Wealth Management and in various other roles with Wisconsin Capital Management and related entities since 2003, including as an active member of Wisconsin Capital Management’s research committee since 2010 and as a portfolio manager for privately managed accounts since 2009. He obtained a Masters of Business Administration from the University of Wisconsin and a Bachelor’s degree in Psychology from Gustavus Adolphus College. He also holds his Certified Trust and Financial Advisor (CTFA) certification.
Ken S. Cavalluzzo	Research Analyst	2010	2014
Biography	Mr. Cavalluzzo has been an assistant portfolio manager since August 2010. Mr. Cavalluzzo has served as a research analyst for Wisconsin Capital Management, LLC since June 2005. Prior to his affiliation with Wisconsin Capital Management LLC, Mr. Cavalluzzo was an Assistant Professor of Accounting at Georgetown University. Mr. Cavalluzzo earned a B.A. with honors in Economics and Italian from the University of Wisconsin at Madison and he earned a Masters in Accounting and Applied Economics and a Ph.D. from the Wharton School of the University of Pennsylvania.
Timothy R. O'Brien	Principal, Portfolio Manager, Research Analyst	2007	2014
Biography	Mr. O'Brien is a principal of Wisconsin Capital Management, LLC, working as a portfolio manager and research analyst since 1997. He has had extensive experience as a lead, co-, and associate portfolio manager for both equity and balanced mutual funds. Prior to his employment with the firm, O'Brien served full-time as an F-16 fighter pilot and officer for the Wisconsin Air National Guard and United States Air Force. o'Brien holds the Chartered Financial Analyst designation.
David B. Duchow	Principal	2007	2008
Biography	Duchow is a principal of Wisconsin Capital Management, LLC, working as a portfolio manager and research analyst since 1992. He has had extensive experience as a lead, co-, and associate portfolio manager for both equity and balanced mutual funds. Duchow holds the Chartered Financial Analyst designation.
Clint Oppermann	Principal	2007	2008
Biography	Oppermann is a principal of Wisconsin Capital Management, LLC, working as a portfolio manager and research analyst since 1999. He has had extensive experience as a lead, co-, and associate portfolio manager for both equity and balanced mutual funds. Oppermann was promoted to director of research in November 2001. Oppermann holds the Chartered Financial Analyst designation.

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com Canada's comment guidelines and agree to the terms described.

I Agree

0P00008TI7 Comments

Write your thoughts about Plumb Equity Fund Investor Shares

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d68-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d68-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d68-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

S&P/TSX	25,563.11	-68.72	-0.27%
S&P/TSX 60	1,537.62	-5.71	-0.37%
US 30	44,409.9	-183.9	-0.41%
US 500	6,058.6	-10.0	-0.16%
S&P 500 VIX	15.89	-0.13	-0.81%
DAX	22,148.03	+110.20	+0.50%
Dollar Index	107.890	+0.057	+0.05%

Crude Oil WTI	71.22	-2.10	-2.86%
Brent Oil	74.97	-2.03	-2.64%
Natural Gas	3.547	+0.028	+0.80%
Gold	2,928.95	-3.65	-0.12%
Silver	32.703	+0.381	+1.18%
US Soybeans	1,028.25	-14.75	-1.41%
US Cotton #2	67.42	+0.02	+0.03%

Bombardier Inc	82.360	+1.850	+2.30%
Enbridge	45.10	-0.15	-0.33%
Air Canada	18.17	+0.13	+0.72%
Broadcom DRC	56.17	+0.20	+0.36%
Apple	236.87	+4.25	+1.83%
Alibaba ADR	118.33	+5.55	+4.92%
Tesla	336.51	+8.01	+2.44%

Canada 5Y	2.881	+0.100	+3.60%
Canada 10Y	3.202	+0.104	+3.36%
Canada 30Y	3.388	+0.098	+2.98%
U.S. 2Y	4.357	+0.067	+1.56%
U.S. 10Y	4.629	+0.092	+2.03%
U.S. 30Y	4.834	+0.085	+1.79%
Germany 10Y	2.4780	+0.0510	+2.06%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Plumb Equity Fund	30.590	-0.020	-0.07%