This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

The Marshall Funds Launches New Small-Cap Value Fund

Stocks in this article: MI

MILWAUKEE, March 1, 2011 /PRNewswire/ -- The Marshall Funds today introduced the Marshall Small-Cap Value Fund, which seeks long-term capital appreciation by investing in value-oriented common stocks similar in size to those within the Russell 2000® Value Index.

With a time tested, bottom-up stock selection process, the portfolio management team selects companies that it believes trade at a discount to intrinsic value and that have meaningful upside potential relative to downside risk. The team screens their investment universe for traditional value metrics such as low price-to-earnings, low price-to-book, and high free cash flow yields.  Additionally, they search for companies with under-appreciated assets that are involved in corporate restructuring or turnarounds, or have been sold off due to temporary issues or earnings shortfalls. The team's proprietary research process thoroughly evaluates a company's financial statements, industry position, management team, Wall Street expectations, and potential downside risks before initiating a position.  

With over 30 years of investment experience, Matthew B. Fahey, senior vice president, portfolio manager and Director of Equities of M&I Investment Management Corp, the Adviser to the Marshall Funds, will serve as the Fund's lead portfolio manager. Gregory S. Dirkse, CFA, and Brian J. Janowski, CFA, CPA, will co-manage the Fund. Dirkse, vice president and portfolio manager, has been employed by the Adviser since 1999. Janowski, vice president and portfolio manager, has been employed by the Adviser since 2008.

"The Marshall Small-Cap Value Fund further expands our product line-up to include an important asset class for investors. The Marshall Funds family now has 20 funds across the risk/return spectrum and provides a full array of equity styles," said Tommy Huie, CFA, president and chief investment officer of M&I Investment Management Corp.

"This Fund allows our clients the opportunity to invest in a diversified portfolio of undervalued small-cap stocks that we believe are trading at a discount relative to their intrinsic value," said Matt Fahey.

The Marshall Funds offers institutional and private investors an array of mutual funds that spans the risk-reward spectrum. Corporations, foundations and endowments, Taft-Hartley plans, governmental entities and high-net-worth individuals look to M&I Investment Management Corp. for asset management expertise.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Jim Cramer and Stephanie Link reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

Jim Cramer's protégé, David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
Try it NOW
Try it NOW
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

Jim Cramer's protégé, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 17,164.95 -251.90 -1.45%
S&P 500 1,994.99 -26.26 -1.30%
NASDAQ 4,635.24 -48.1670 -1.03%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs