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The Jamestown Funds, Lowe, Brockenbrough & Company's proprietary family of mutual funds, offer efficient access to our long tradition of investment management. Disciplined Investment ProcessOur funds attempt to achieve consistent long-term performance through all market conditions.
Risk Management is a key consideration of the investment process
Consistently applied investment process
The Jamestown Family of FundsPortfolio holdings are subject to change at any time. Holdings reports are unaudited. Balanced FundThe Balanced Fund seeks capital appreciation and income by investing in a balanced portfolio of equity and fixed income securities.Balanced Fund month-end holdings and quarterly product profile Select FundThe Select Funds seeks capital appreciation by an investment process based on the premise that fundamental earnings factors drive stock prices over longer periods of time. Stocks with attractive earnings characteristics purchased at reasonable valuations should produce superior investment returns. Select Fund month-end holdings and quarterly product profile Equity FundThe Equity Fund seeks capital appreciation by investing principally in equity securities of large growth companies. Equity Fund month-end holdings and quarterly product profile Tax Exempt Virginia FundThe Tax Exempt Virginia Fund seeks to provide current income exempt from federal income taxes and from the personal income taxes of Virginia, consistent with the preservation of capital by investing primarily in high quality municipal obligations. Tax Exempt Virginia Fund month-end holdings and quarterly product profile Intended for sale only for Virginia residents. Fund sector diversification and maturity structure are subject to change without notice. Income from the Fund may be subject to State and local tax for non-Virginia residents and the alternative minimum tax. ProspectusProspectus Information Application for the Funds
Statement of Additional InformationThe Statement of Additional Information contains more detailed information about the Fund’s objectives, management, investments, strategies, risks, performance calculations, proxy voting policies, net asset value determination, service providers, fees, and expenses and other matters. It is designed to be read in conjunction with each Fund’s current prospectus.
Individual Retirement Accounts
Distributed by Ultimus Fund Solutions, LLC The Jamestown Family of Funds are offered only to United States citizens and residents, and information on this Web site is intended only for such persons. Nothing on this Web site should be considered a solicitation to buy or an offer to sell shares of any Jamestown Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. |
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