How to invest with us
|
Our investment process
|
Fund Documents
|
Commentary & Videos
|
In the media
|
Performance & MER
|
Month-end unit price
|
Deciding where to invest is a tough decision. You may not know who to trust or what is the right move in the current environment. The Trust was designed to deal with these issues because:
- We have "skin in the game"
- Over 95% of Tim, Kate, and Hakuna Matata's (their holding company) investments are in The McElvaine Investment Trust and its holdings.
- In other words, we are in the boat with you.
- Our fee structure rewards performance, not asset growth
- Our fee structure depends on our performance. In other words, when you win, we win.
- We are experienced value investors
- Tim was formerly Chief Investment Officer with Cundill Funds and has been value investing for over 29 years.
- Tim formed the Trust in 1996 so managed the fund during the dotcom crisis, 9/11 and 2011. We have seen a lot of different environments.
- Tim has served on the Board of Directors of 5 publicly traded companies. We are not fund managers, we are investors.
- Tim was formerly Chief Investment Officer with Cundill Funds and has been value investing for over 29 years.
