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ZPR US Small Cap Value Mutual Fund, managed by the investment fund management company „Investicijų portfelių valdymas“ has doubled the S&P 500 index in only a little more than 2 and a half years.
Now the investors can see what the ambitions of the fund are worth, as since the very beginning in April, 2004 the fund has been aimng to outperform the market and now has prooved it is indeed able to do it. With our legendary performance we continue on a pace to break every record known to investments.
The gap between the results of the fund and the S&P 500 is constantly increasing: during November funds investment units value has risen by +7.23%, compared to +1.65% that of the S&P 500 index. Respectively, since the beginning of the year the returns were +30.67% vs. +13.92% and the victorious +60,57% vs. +30,31% since the inception.
The US smallcap index Russell 2000, used as a benchmark for the fund looks no better with its +2.51% for the month of November, +17.82% Year To Date and +37.17% since April, 2004.
The Fund invests to 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.
The fact that ZPR US Small Cap Value Mutual Fund has doubled the major US index is due to the experience ZPR group has in the US market, also this is just a snapshot of what the ZPR group has done - 30 times the major index since 2001.
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 22 years of successful institutional research in support of major mutual funds. For more information, please, visit www.zprim.com
According to the latest measurements of Morningstar published by Pensions & Investments (www.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 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, 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 professionall 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.
Now the investors can see what the ambitions of the fund are worth, as since the very beginning in April, 2004 the fund has been aimng to outperform the market and now has prooved it is indeed able to do it. With our legendary performance we continue on a pace to break every record known to investments.
The gap between the results of the fund and the S&P 500 is constantly increasing: during November funds investment units value has risen by +7.23%, compared to +1.65% that of the S&P 500 index. Respectively, since the beginning of the year the returns were +30.67% vs. +13.92% and the victorious +60,57% vs. +30,31% since the inception.
The US smallcap index Russell 2000, used as a benchmark for the fund looks no better with its +2.51% for the month of November, +17.82% Year To Date and +37.17% since April, 2004.
The Fund invests to 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.
The fact that ZPR US Small Cap Value Mutual Fund has doubled the major US index is due to the experience ZPR group has in the US market, also this is just a snapshot of what the ZPR group has done - 30 times the major index since 2001.
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 22 years of successful institutional research in support of major mutual funds. For more information, please, visit www.zprim.com
According to the latest measurements of Morningstar published by Pensions & Investments (www.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 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, 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 professionall 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.