Plumb Funds(2)
Balancing Investable Growth and Principal Protection
Plumb Balanced Fund
US> Small-Cap > Value
Mar 19, 2020
Balance does not mean being conservative. For Thomas Plumb, founder and manager of Plumb Balanced Fund, it means balancing the risk and the return potential by staying true to the asset allocation structure as the best risk control tactic. Identifying significant global trends, the fund invests about 65% of its assets in companies that will benefit from these changes owing to their business models and sustainable advantages. The rest of the portfolio consists of bonds that serve to moderate the volatility of the stock market.
Riding Trend Drivers and Enablers
Plumb Balanced Fund
US> Small-Cap > Value
May 07, 2018
Unlike other balanced funds, which rely on conservative equity exposure and bond income, the Plumb Balanced Fund invests in growth stocks and uses fixed income to moderate stock market volatility. Founder and portfolio manager Thomas Plumb focuses on identifying big secular trends and companies that enable or benefit from these trends, as such businesses have the potential to grow in any environment as long as they are fundamentally sound.