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ZPR US Small Cap Value Mutual Fund, managed by the investment fund management company „Investicijų portfelių valdymas“ has doubled two most important indexes year to date.
Ever since the very beginning in April 2004, the fund has been aiming to outperform the market and has been proving it is indeed able to do it. Both the S&P 500 and the Russell 2000 look miserable if compared to our performance year to date. With our 16.67% vs. +8.11 (S&P500) and +8.37% (Russell 2000 – our benchmark) year to date as of 3rd of July 2007 we continue on a legendary pace to break every record known to investments.
The gap between the results of the fund and the major indexes is due to the experience ZPR group has in the US market and long run results speak much louder than words: S&P 500 +43.21%, Russell 2000 48.89% vs. +82.51% of ZPR US Small Cap Value Mutual Fund since the inception in April 2004 (as of 3rd of July 2007).
The Fund invests in small cap value stocks of companies that are traded on the New York Stock Exchange (NYSE), NASDAQ, and American Stock Exchange. The companies in our portfolio due to the unique selection process are independent with almost no covariance with either the market, each other, small caps, or small cap value. The fund has gone up in down markets.
The Fund's investment consultants are ZPR Investment Management, Inc., a US investment management company, and ZPR Investment Research, Inc. both having more than twenty years of successful institutional investment and research experience. ZPR Investment Management has 5 stars (highest) from Morningstar for its separately managed portfolios. Since 2001, the audited return is 404.12% versus the 79.13% that of Russell 2000 and 19.76% for S&P 500 through March 31, 2007. The ZPR fund is managed in the same way as these portfolios. For more information, please visit www.zprim.com
The founder of the ZPR US Small Cap Value Mutual Fund and the Chairman of the Board of the Management Company of the Fund, Distinguished alumni Professor of Applied Investments Max Zavanelli 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 is managed and distributed by the investment fund management company „Investicijų portfelių valdymas“, also managing the first mutual fund in Lithuania, the "NSEL 30 Index Fund".
„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. For more information visit our website at www.ipv.lt.
Ever since the very beginning in April 2004, the fund has been aiming to outperform the market and has been proving it is indeed able to do it. Both the S&P 500 and the Russell 2000 look miserable if compared to our performance year to date. With our 16.67% vs. +8.11 (S&P500) and +8.37% (Russell 2000 – our benchmark) year to date as of 3rd of July 2007 we continue on a legendary pace to break every record known to investments.
The gap between the results of the fund and the major indexes is due to the experience ZPR group has in the US market and long run results speak much louder than words: S&P 500 +43.21%, Russell 2000 48.89% vs. +82.51% of ZPR US Small Cap Value Mutual Fund since the inception in April 2004 (as of 3rd of July 2007).
The Fund invests in small cap value stocks of companies that are traded on the New York Stock Exchange (NYSE), NASDAQ, and American Stock Exchange. The companies in our portfolio due to the unique selection process are independent with almost no covariance with either the market, each other, small caps, or small cap value. The fund has gone up in down markets.
The Fund's investment consultants are ZPR Investment Management, Inc., a US investment management company, and ZPR Investment Research, Inc. both having more than twenty years of successful institutional investment and research experience. ZPR Investment Management has 5 stars (highest) from Morningstar for its separately managed portfolios. Since 2001, the audited return is 404.12% versus the 79.13% that of Russell 2000 and 19.76% for S&P 500 through March 31, 2007. The ZPR fund is managed in the same way as these portfolios. For more information, please visit www.zprim.com
The founder of the ZPR US Small Cap Value Mutual Fund and the Chairman of the Board of the Management Company of the Fund, Distinguished alumni Professor of Applied Investments Max Zavanelli 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 is managed and distributed by the investment fund management company „Investicijų portfelių valdymas“, also managing the first mutual fund in Lithuania, the "NSEL 30 Index Fund".
„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. For more information visit our website at www.ipv.lt.