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ZPR US Small Cap Value Mutual Fund, managed by the investment fund management company „Investicijų portfelių valdymas“ would be second among the 248 Small–Cap Value Equity Funds listed by Barrons (January 8, 2007) by one-year performance for 2006 with its total return being 27.30%. Our fund is distributed by Hansabank (hansa.lt) and we are not on the list because the fund can not be directly purchased. Separately managed accounts by ZPR Investment Management were up 28.97% net of fees (yet to be audited) which would be first. (visit: zprim.com)
The US smallcap index Russell 2000 used as a benchmark for the fund was up 18.19% vs. 27.30% of the fund and the S&P 500 looks even worse with its 15.56% for the year 2006. The average of 248 funds in the small cap value style was 16.48%.
Ever since inception in April, 2004 the fund has been aiming to outperform the market with lower risk and has proved it is indeed able to do it. Fund investment unit value has risen by 54,12% since inception (till Jan 9, 2007). The fund follows ZPR‘s legendary performance which continues on a pace to break every record known to investments for the last 19 years (zprim.com)
The Fund invests in small cap value stocks of companies that are traded in the New York Stock Exchange (NYSE), NASDAQ, and American Stock Exchange. The companies in our potfolio due to the unique selection process are independent with almost no covariance with neither the market or each other, neither the market, nor small caps or our style. (zprussmallcap.com)
The Fund's investment consultants are ZPR Investment Management, Inc., a US investment management company, which has 25 years of institutional investment experience and ZPR Investment Research, Inc. having 28 years of successful institutional research in support of major mutual funds (zprim.com).
According to the latest measurements of Morningstar published by Pensions & Investments (pionline.com) for the 5 years ended September 30, ZPR Investment Management, Inc. has the second best performance of managers of US stocks including commingled funds. Only an energy sector manager did better out of the many thousands of managers.
The founder of the ZPR group and ZPR US Small Cap Value Mutual Fund, also the Chairman of the Board of the Management Company of the Fund is Distinguished alumni Professor of Applied Investments and Research Max Zavanelli. ZPR has been providing stock market research to pension funds and professionally managing individual portfolios since 1982 and is often regarded to as one of the worlds best investment managers
.
ZPR US Small Cap Value Mutual Fund, managed by the investment fund management company „Investicijų portfelių valdymas“ is distributed by AB Bankas Hansabankas.
„Investicijų portfelių valdymas“
The Fund's management company was established in 1999 by „ZPR International, Inc.“. It has a professional team, led by CFA („Chartered Financial Analyst“) certificate awarded Mr. Vaidotas Petrauskas. IPV also manages the first mutual fund in Lithuania, the "NSEL 30 Index Fund". For more information visit our website at www.ipv.lt
The US smallcap index Russell 2000 used as a benchmark for the fund was up 18.19% vs. 27.30% of the fund and the S&P 500 looks even worse with its 15.56% for the year 2006. The average of 248 funds in the small cap value style was 16.48%.
Ever since inception in April, 2004 the fund has been aiming to outperform the market with lower risk and has proved it is indeed able to do it. Fund investment unit value has risen by 54,12% since inception (till Jan 9, 2007). The fund follows ZPR‘s legendary performance which continues on a pace to break every record known to investments for the last 19 years (zprim.com)
The Fund invests in small cap value stocks of companies that are traded in the New York Stock Exchange (NYSE), NASDAQ, and American Stock Exchange. The companies in our potfolio due to the unique selection process are independent with almost no covariance with neither the market or each other, neither the market, nor small caps or our style. (zprussmallcap.com)
The Fund's investment consultants are ZPR Investment Management, Inc., a US investment management company, which has 25 years of institutional investment experience and ZPR Investment Research, Inc. having 28 years of successful institutional research in support of major mutual funds (zprim.com).
According to the latest measurements of Morningstar published by Pensions & Investments (pionline.com) for the 5 years ended September 30, ZPR Investment Management, Inc. has the second best performance of managers of US stocks including commingled funds. Only an energy sector manager did better out of the many thousands of managers.
The founder of the ZPR group and ZPR US Small Cap Value Mutual Fund, also the Chairman of the Board of the Management Company of the Fund is Distinguished alumni Professor of Applied Investments and Research Max Zavanelli. ZPR has been providing stock market research to pension funds and professionally managing individual portfolios since 1982 and is often regarded to as one of the worlds best investment managers
.
ZPR US Small Cap Value Mutual Fund, managed by the investment fund management company „Investicijų portfelių valdymas“ is distributed by AB Bankas Hansabankas.
„Investicijų portfelių valdymas“
The Fund's management company was established in 1999 by „ZPR International, Inc.“. It has a professional team, led by CFA („Chartered Financial Analyst“) certificate awarded Mr. Vaidotas Petrauskas. IPV also manages the first mutual fund in Lithuania, the "NSEL 30 Index Fund". For more information visit our website at www.ipv.lt