Mutual and Individual Funds In Stocks & Bonds Investment Directory

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The Wisdom Fund In Stock Futures Funds Directory

 

The Wisdom Fund seeks to emulate as closely as possible the investment management policies of Berkshire Hathaway Holdings (BHH). The Fund will seek to achieve this objective by investing as closely as possible in the securities known to be owned by BHH. BHH generally holds investments in common stocks of both publicly traded and privately held companies. The Funds holdings will be primarily composed of both securities substantially identical to those publicly traded securities owned by BHH, and securities which the advisor believes possess similar characteristics to those of the privately held companies owned by Berkshire Hathaway, to the extent those investments by Berkshire Hathaway are publicly known. It is the intent of the Fund to own each securiy in the same relative percentage as that security represents in the total investment portfolio of BHH. With a market cap of over $100 billion, Berkshire Hathaway is priced at a substantial premium to the net asset value of the companys portfolio. The Wisdom Fund does not trade at a premium or a discount to its N.A.V. because it is an open-end mutual fund. Atlanta Investment Counsel, LLC was formed in 1998 to act as the advisor to The Wisdom Fund. The president and Chief Investment Officer is C. Douglas Davenport, J.D., with over 23 years in the investment business and is responsible for day-to-day management of the Fund. Investment in the Fund is subject to investment risks, including, without limitation, tracking risks (an investor in the Fund should not expect that the investment performance of the Fund will be able to track the investment performance of Berkshire Hathaway, Inc.), non-diversified risk, industry concentration risk and other risks as set forth in the Funds prospectus. More information about these risks and other risks can be found in the Funds prospectus.

 

Address: 3717 Hadden Hall Road, N.W. Suite 200 Atlanta, GA 30327
Telephone: 404-841-6132
Fax: 603-368-8524
Website: http://www.wisdomfund.com/