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The Ave Maria Value Fund primarily allocates capital to common stocks that its investment adviser identifies as trading below their true intrinsic worth, based on the adviser's specific valuation methodology. A core principle of the fund is its adherence to religious guidelines: typically, every equity holding—encompassing common, preferred, and convertible shares—as well as a minimum of 80% of the fund's total net assets, must be invested in companies that satisfy these faith-based criteria. The fund builds its portfolio using securities from established businesses across a diverse range of market capitalizations.
PLYMOUTH, Mich.--(BUSINESS WIRE)--Schwartz Investment Counsel, Inc. (the Firm), the investment adviser for the Ave Maria Mutual Funds, has announced portfolio manager promotions effective January 1, 2021. For the Ave Maria Value Fund (Ticker: AVEMX), Ryan M. Kuyawa, CFA was named co- Portfolio Manager, joining Lead Portfolio Manager Timothy S. Schwartz, CFA. For the Ave Maria World Equity Fund (Ticker: AVEWX), Anthony W. Gennaro, CFA, CPA was named co-Portfolio Manager, joining Lead Portfolio Manager Joseph W. Skornicka, CFA. George P. Schwartz, Chairman and Chief Executive Officer, commented, “Ryan and Anthony both joined the Firm in 2019 and have significant investment experience. In their tenures with Schwartz Investment Counsel, Inc. they have proven themselves as outstanding research analysts and we are confident in their abilities in their new roles as portfolio managers.” About Ave Maria Mutual Funds Ave Maria Mutual Funds is the largest family of Catholic mutual funds in the U.S with over $2.6 billion in assets under management. The six no-load funds invest in companies that do not violate core values and teachings of the Catholic Church. The two largest funds are the $949 million Ave Maria Growth Fund (Ticker: AVEGX) and $858 million Ave Maria Rising Dividend Fund (Ticker: AVEDX). For more information about Ave Maria Mutual Funds, call 1-866-AVE-MARIA (866-283-6274) or visit www.avemariafunds.com. About Schwartz Investment Counsel, Inc. Schwartz Investment Counsel, Inc. is a Registered Investment Adviser. Founded in 1980, the Firm is headquartered in Plymouth, Michigan with a branch office in Ave Maria, Florida. In managing the Ave Maria Mutual Funds, investments are made only if companies meet the Funds’ financial and moral criteria. As such, returns may be lower or higher than if decisions were based solely on investment considerations. The Funds’ method of security selection may or may not be successful and the Funds may underperform or outperform the stock market as a whole. All mutual funds are subject to market risk, including possible loss of principal. For more information about Schwartz Investment Counsel, Inc., visit www.schwartzinvest.com. Request a prospectus, which includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-866-283-6274 or it can be viewed at www.avemariafunds.com. Distributed by Ultimus Fund Distributors LLC. 11706403-UFD-12/23/2020
PLYMOUTH, Mich.--(BUSINESS WIRE)--Schwartz Investment Counsel, Inc., the investment adviser for the Ave Maria Mutual Funds, has announced two portfolio manager promotions effective January 1, 2018. For the Ave Maria Value Fund (Ticker: AVEMX), Chadd M. Garcia was named co-Portfolio Manager, joining Lead Portfolio Manager, Timothy S. Schwartz, CFA, and co-Portfolio Manager Joseph W. Skornicka, CFA. For the Ave Maria Bond Fund (Ticker: AVEFX), Adam P. Gaglio, CFA, was named co-Portfolio Manager, joining Lead Portfolio Manager Brandon S. Scheitler and co-Portfolio Manager Richard L. Platte, Jr., CFA. George P. Schwartz, Chairman and Chief Executive Officer, remarked, “Chadd and Adam have proven themselves as outstanding research analysts and we think they are well prepared for the challenge of being portfolio managers. They will add depth to the management of these two mutual funds.” About Ave Maria Mutual Funds Ave Maria Mutual Funds is the largest family of Catholic mutual funds in the U.S. with over $2 billion in assets. The five no-load funds invest in companies that do not violate core values and teachings of the Catholic Church. The largest of the funds is the $975 million Ave Maria Rising Dividend Fund (Ticker: AVEDX). For more information about Ave Maria Mutual Funds, please call 1-866-AVE-MARIA (866-283-6274) or visit http://avemariafunds.com. About Schwartz Investment Counsel, Inc. Schwartz Investment Counsel, Inc. is a Registered Investment Adviser. Founded in 1980, the Firm is headquartered in Plymouth, Michigan with a branch office in Ave Maria, Florida. In managing the Ave Maria Mutual Funds, investments are made only if companies meet the Funds’ financial and moral criteria. As such, returns may be lower or higher than if decisions were based solely on investment considerations. The Funds’ method of security selection may or may not be successful and the Funds may underperform or outperform the stock market as a whole. All mutual funds are subject to market risk, including possible loss of principal. For more information about Schwartz Investment Counsel, Inc., please visit www.schwartzinvest.com. Request a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-866-283-6274 or it can be viewed at www.avemariafunds.com. Distributed by Ultimus Fund Distributors LLC.
PLYMOUTH, Mich.--(BUSINESS WIRE)--Ave Maria Mutual Funds announces that Dr. Melissa Moschella has joined its Catholic Advisory Board. She is Assistant Professor of Philosophy at The Catholic University of America, where her teaching and research focus on natural law, bioethics, and the moral and political status of the family. Beginning this summer, she will be taking a new position as Assistant Professor of Medical Ethics at Columbia University. She graduated magna cum laude from Harvard College, earned her Licentiate in Philosophy summa cum laude from the Pontifical University of the Holy Cross, and received her Ph.D. in Political Philosophy from Princeton University. Dr. Moschella speaks and writes for both academic and popular audiences on a variety of contemporary moral issues, including religious freedom, marriage, parental rights, brain death and the ethics of assisted reproduction. Her articles have been published in scholarly journals as well as popular media outlets. The Catholic Advisory Board is composed of prominent Catholics who provide religious guidance in accordance with teachings of the Roman Catholic Church. The Board meets regularly with the investment adviser (Schwartz Investment Counsel, Inc.) to review the Funds’ religious standards and criteria. Paul Roney, Chairman of the Catholic Advisory Board remarked, “Professor Moschella is a well-respected scholar with expertise in contemporary moral issues facing society. Given her experience and integrity, we are honored to have her become a member of the Board.” George P. Schwartz, CFA, Chairman and CEO of the investment adviser, Schwartz Investment Counsel, Inc. added, “After the recent passing of Professor Michael Novak, our long-time friend, theologian and Charter member, we’re blessed to have Dr. Moschella join the Board. Her strong views on moral and ethical issues will add a valuable perspective and we look forward to benefitting from her judgment and counsel.” About Ave Maria Mutual Funds Ave Maria Mutual Funds is the largest family of Catholic mutual funds in the U.S with over $1.7 billion in assets. The five no-load funds invest in companies that do not violate core values and teachings of the Catholic Church. Ave Maria Mutual Funds launched its first fund, the Ave Maria Catholic Values Fund (Ticker: AVEMX), on May 1, 2001. Since then it has added three additional stock funds and one bond fund. The largest of the funds is the $913 million Ave Maria Rising Dividend Fund (Ticker: AVEDX). For more information about Ave Maria Mutual Funds, please call 1-866-AVE-MARIA (866-283-6274) or visit http://avemariafunds.com. About Schwartz Investment Counsel, Inc. Schwartz Investment Counsel, Inc. is a Registered Investment Adviser. Founded in 1980, the Firm is headquartered in Plymouth, Michigan with a branch office in Ave Maria, Florida. In managing the Ave Maria Mutual Funds, investments are made only if companies meet the Funds’ financial and moral criteria. As such, returns may be lower or higher than if decisions were based solely on investment considerations. The Funds’ method of security selection may or may not be successful and the Funds may underperform or outperform the stock market as a whole. All mutual funds are subject to market risk, including possible loss of principal. For more information about Schwartz Investment Counsel, Inc. please visit www.schwartzinvest.com. Request a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-866-283-6274 or it can be viewed at www.avemariafunds.com. Distributed by Ultimus Fund Distributors LLC.
PLYMOUTH, Mich.--(BUSINESS WIRE)--Ave Maria Mutual Funds is saddened by the passing of Michael Novak, a long-time member of the funds’ Catholic Advisory Board. Michael Novak was a Templeton award winner and director of Social and Political Studies at the American Enterprise Institute. He also served as U.S. Delegate to the Conference on Security and Cooperation in Europe; U.S. Ambassador to the UN Human Rights Commission in Geneva; Adviser to the White House Office of Ethnic Affairs; and was on the faculty at Harvard University, the University of Notre Dame, Ave Maria University, and Catholic University of America. In addition to being a world-renowned theologian and author of numerous books, Michael Novak was a personal friend of Saint Pope John Paul II. George P. Schwartz, CFA, Chairman and CEO of Schwartz Investment Counsel, Inc., said, “Professor Novak was a giant among Catholic intellectuals and his contributions to the Catholic Advisory Board were tremendous. He will be greatly missed.” Paul Roney, Chairman of the Catholic Advisory Board stated, “Michael had a brilliant mind and was a highly-respected voice in the Catholic world. He was committed to pro-life causes and spreading the Gospel.” About Ave Maria Mutual Funds Ave Maria Mutual Funds is the largest family of Catholic mutual funds in the U.S. The five no-load funds invest in companies that do not violate the pro-life, pro-family values of the Catholic Church. Ave Maria Mutual Funds launched its first fund, the Ave Maria Catholic Values Fund (Ticker: AVEMX), on May 1, 2001. Since then it has added three additional stock funds and one bond fund. The largest of the funds is the $888 million Ave Maria Rising Dividend Fund (Ticker: AVEDX). For more information about Ave Maria Mutual Funds, please call 1-866-AVE-MARIA (866-283-6274) or visit www.avemariafunds.com About Schwartz Investment Counsel, Inc. Schwartz Investment Counsel, Inc. is a Registered Investment Adviser founded in 1980. Headquartered in Plymouth, Michigan, the firm manages more than $1.9 billion of investor assets and has a branch office in Ave Maria, Florida. The firm aims to provide superior investment counsel to investors who seek a disciplined approach to investing. For more information about Schwartz Investment Counsel, Inc., please visit www.schwartzinvest.com. Schwartz Investment Counsel, Inc. serves as investment adviser for Ave Maria Mutual Funds, which invests in securities only if they meet the Funds’ investment and religious requirements. As such, the returns may be lower or higher than if decisions were based solely on investment considerations. The Funds’ method of security selection may or may not be successful and the Funds may underperform or outperform the stock market as a whole. All mutual funds are subject to market risk, including possible loss of principal. Request a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-866-283-6274 or it can be viewed at www.avemariafunds.com. Distributed by Ultimus Fund Distributors LLC. .
PLYMOUTH, Mich.--(BUSINESS WIRE)--Ave Maria Mutual Funds announces that Robert P. George has joined its Catholic Advisory Board. Professor George holds Princeton's celebrated McCormick Chair in Jurisprudence and is the Director of the James Madison Program in American Ideals and Institutions. He served as chairman of the United States Commission on International Religious Freedom (USCIRF), and before that on the President’s Council on Bioethics and as a presidential appointee to the United States Commission on Civil Rights. The Catholic Advisory Board is composed of prominent Catholics who provide religious guidance in accordance with the Roman Catholic Church. The Board meets regularly with the investment adviser (Schwartz Investment Counsel, Inc.) to review the Funds’ religious standards and criteria. Paul Roney, Chairman of the Catholic Advisory Board remarked, “Our Board sought to add an additional member with tremendous professional experience and impeccable integrity. We are confident that Professor George meets these criteria and we are honored to have him join the Board.” George P. Schwartz, CFA, Chairman and CEO of the investment adviser, Schwartz Investment Counsel, Inc. added, “We are fortunate to have such a well-respected, conservative thinker join the Board and his insights and experience will be of great benefit to our mutual fund shareholders.” About Ave Maria Mutual Funds Ave Maria Mutual Funds is the largest family of Catholic mutual funds in the U.S. with over $1.7 billion in assets. The five no-load funds invest in companies that do not violate core values and teachings of the Catholic Church. Ave Maria Mutual Funds launched its first fund, the Ave Maria Catholic Values Fund (Ticker: AVEMX), on May 1, 2001. Since then it has added three additional stock funds and one bond fund. The largest of the funds is the $856 million Ave Maria Rising Dividend Fund (Ticker: AVEDX). For more information about Ave Maria Mutual Funds, please call 1-866-AVE-MARIA (866-283-6274) or visit http://avemariafunds.com. About Schwartz Investment Counsel, Inc. Schwartz Investment Counsel, Inc. is a Registered Investment Adviser. Founded in 1980, the Firm is headquartered in Plymouth, Michigan with a branch office in Ave Maria, Florida. In managing the Ave Maria Mutual Funds, investments are made only if companies meet the Funds’ financial and moral criteria. As such, returns may be lower or higher than if decisions were based solely on investment considerations. The Funds’ method of security selection may or may not be successful and the Funds may underperform or outperform the stock market as a whole. All mutual funds are subject to market risk, including possible loss of principal. For more information about Schwartz Investment Counsel, Inc. please visit www.schwartzinvest.com. Request a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-866-283-6274 or it can be viewed at www.avemariafunds.com. Distributed by Ultimus Fund Distributors LLC.