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How to invest with us
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Our investment process
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Fund Documents
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Commentary & Videos
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In the media
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Performance & MER
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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:
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  • 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 4 publicly traded companies. We are not fund managers, we are investors.​