Mutual and Individual Funds In Stocks & Bonds Investment Directory

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Marathon Value Portfolio In Stock Futures Funds Directory

 

Spectrum Advisory Services Inc. became the investment advisor for Marathon Value Portfolio (MVP) on March 28, 2000, at an initial net asset value (NAV) of $9.32. Since that time MVP has been managed as a no-load, general equity fund with an investment strategy centered on fundamental value investing. Under the portfolio management of Marc S. Heilweil, president of Spectrum Advisory, MVP has consistently outperformed its S&P 500 benchmark, with much less volatility. As of 3/31/06, the Lipper 5-year volatility measure ranked MVP in the second highest percentile out of all equity funds. From inception in March 2000, through December 31, 2006, MVP had a total return of +84.69%, while the S&P 500 had a total return of +5.10% over the same period. Additionally, MVP has consistently received above-average rankings from mutual fund rating companies such as Lipper, Standard & Poors, and Morningstar. Spectrum Advisory Services Inc. is the successor company to an investment counseling firm originally founded by its president, Marc Heilweil, in 1977. Mr. Heilweil began his career working in the securities law field for two large law firms in Atlanta before shifting full time into investment management. Over the years, Mr. Heilweil’s investment discipline has produced consistent, positive returns across market cycles in a relatively conservative and tax-efficient manner. In evaluating companies to own, Mr. Heilweil looks for well-managed companies with good businesses and attractive valuations. In addition to serving as advisor for MVP, Spectrum also manages over $350 million in taxable, retirement and charitable accounts for high net worth individuals and institutions.

 

Address: 1050 Crown Pointe Parkway, Suite 750, Atlanta, GA 30338
Telephone: 770.393.8725
Fax: 770.393.8223
Website: http://www.marathonvalue.com/