Matthew 25 Fund (MXXVX)
Matthew 25 Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Dresher, PA, US. The stock last traded at $40.91, up 0.84% on the session, giving a market capitalisation of $365.9M. Its beta of 1.30 implies it has historically moved more than the broad market.
The fund has the flexibility to allocate capital across the entire market capitalization spectrum, from small to medium to large companies. This broad mandate enables the advisor to meticulously research a vast universe of publicly traded entities, pinpointing those with truly exceptional characteristics. When such an investment is discovered, the fund's advisor is empowered to purchase its common stock, convertible instruments, or debt, dedicating as much as 25% of the fund's aggregate assets to that single holding. Notably, this fund operates on a non-diversified basis.
Matthew 25 Fund is most often compared with the following Financial Services names: