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Becker Value Equity Fund (BVEIX)

NASDAQ Financial Services Asset Management
$24.12 ▼ -0.21%
Market Cap
$104.5M
Sector
Financial Services
Industry
Asset Management
Beta
0.70
52-Wk Range
20.24-24.17
CEO
Patrick E. Becker
Country
US
Currency
USD

Becker Value Equity Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $24.12, down 0.21% on the session, giving a market capitalisation of $104.5M. Its beta of 0.70 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
2011-09-01
Headquarters
Milwaukee, WI, US
About Becker Value Equity Fund

This fund operates with a value-based investment philosophy, primarily allocating capital to common and preferred equities. The Advisor aims to identify securities whose current market price is perceived to be less than their inherent worth. Stock selection is carried out through a meticulous bottom-up process, with a strong emphasis on analyzing a company's fundamental financial health. The portfolio typically consists of financially robust businesses that the Advisor assesses as significantly undervalued, frequently characterized by modest price-to-earnings (P/E) ratios.

Comparable companies

Becker Value Equity Fund is most often compared with the following Financial Services names:

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