MILWAUKEE, March 1, 2011 /PRNewswire/ -- The Marshall Funds
today introduced the Marshall Small-Cap Value Fund, which seeks
long-term capital appreciation by investing in value-oriented
common stocks similar in size to those within the Russell 2000®
Value Index.
With a time tested, bottom-up stock selection process, the
portfolio management team selects companies that it believes trade
at a discount to intrinsic value and that have meaningful upside
potential relative to downside risk. The team screens their
investment universe for traditional value metrics such as low
price-to-earnings, low price-to-book, and high free cash flow
yields. Additionally, they search for companies with
under-appreciated assets that are involved in corporate
restructuring or turnarounds, or have been sold off due to
temporary issues or earnings shortfalls. The team's proprietary
research process thoroughly evaluates a company's financial
statements, industry position, management team, Wall Street
expectations, and potential downside risks before initiating a
position.
With over 30 years of investment experience, Matthew B. Fahey, senior vice president,
portfolio manager and Director of Equities of M&I Investment
Management Corp, the Adviser to the Marshall Funds, will serve as
the Fund's lead portfolio manager. Gregory
S. Dirkse, CFA, and Brian J.
Janowski, CFA, CPA, will co-manage the Fund. Dirkse, vice
president and portfolio manager, has been employed by the Adviser
since 1999. Janowski, vice president and portfolio manager, has
been employed by the Adviser since 2008.
"The Marshall Small-Cap Value Fund further expands our product
line-up to include an important asset class for investors. The
Marshall Funds family now has 20 funds across the risk/return
spectrum and provides a full array of equity styles," said
Tommy Huie, CFA, president and chief
investment officer of M&I Investment Management Corp.
"This Fund allows our clients the opportunity to invest in a
diversified portfolio of undervalued small-cap stocks that we
believe are trading at a discount relative to their intrinsic
value," said Matt Fahey.
The Marshall Funds offers institutional and private investors an
array of mutual funds that spans the risk-reward spectrum.
Corporations, foundations and endowments, Taft-Hartley plans,
governmental entities and high-net-worth individuals look to
M&I Investment Management Corp. for asset management
expertise.
The Fund offers two shares classes – Investor Class (Y) shares
(ticker: MRSYX), and Institutional Class (I) shares (ticker:
MRSNX).
About M&I Investment Management Corp.
M&I Investment Management Corp., an SEC-registered
investment adviser, is one of the affiliates of Marshall &
Ilsley Corporation marketed under the brand name M&I Wealth
Management. M&I Wealth Management has over 1,400 associates,
$134.2 billion in assets under
administration and $30.6 billion in
assets under management as of December 31,
2010. M&I Wealth Management is a leading provider of
trust, investment management and banking services to corporations,
institutions and affluent individuals. As noted above, M&I
Wealth Management offers products and services through various
affiliates of Marshall & Ilsley Corporation, including Marshall
& Ilsley Trust Company N.A., M&I Investment Management
Corp., M&I Financial Advisors, Inc. (member FINRA/SIPC,
maintaining its principal offices at 111 E. Kilbourn Ave.,
Milwaukee, WI 53202), North Star
Trust Company, North Star Deferred Exchange Corp. and Taplin,
Canida & Habacht, LLC. Insurance coverage is underwritten by a
number of insurers. Insurance products are the obligation of the
insurance company. Banking products and services are provided by
M&I Marshall & Ilsley Bank or M&I Bank FSB, Members
FDIC.
© 2011 Marshall & Ilsley Corporation
Investment products are: Not FDIC insured | No bank guarantee
| May lose value
You should consider the Fund's investment objectives, risks,
charges, and expenses carefully before investing. For a prospectus
and/or summary prospectus, which contain this and other information
about the Marshall Funds, call 1-800-580-3863. Please read it
carefully before investing. M&I Distributors, LLC, is
the distributor. Funds that have a higher concentration of
investments in a specific industry or sector may be subject to a
higher degree of market risk than funds whose investments are more
diversified. Small-cap stocks are less liquid and more volatile
than larger-cap stocks.
SOURCE Marshall & Ilsley Corporation