Plumb Equity Fund (PLBEX)
Plumb Equity Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Madison, WI, US. The stock last traded at $36.26, up 0.69% on the session, giving a market capitalisation of $35.9M. Its beta of 1.24 implies it has historically moved more than the broad market.
The Plumb Equity Fund generally commits at least 80% of its total assets, including any borrowed funds for investment, to various equity instruments. These investments can take the form of common stocks, exchange-traded funds (ETFs), options, preferred stocks, and securities convertible into equity. The fund's strategy involves identifying high-quality companies that, in the opinion of its portfolio managers, are trading at a substantial discount to their true underlying value. These targeted companies may represent a range of market capitalizations, from large to medium and small-sized enterprises.
Plumb Equity Fund is most often compared with the following Financial Services names: