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Villere Balanced Fund Investor Class (VILLX)

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20.36 -0.02    -0.10%
05/08 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 101.26M
Villere Balanced Inv 20.36 -0.02 -0.10%

VILLX Overview

 
On this page you'll find an in-depth profile of Villere Balanced Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of VILLX among other information.
Category

Allocation--70% to 85% Equity

Total Assets

101.26M

Expenses

0.99%

Inception Date

36433

Contact Information

Address 601 Poydras St. Suite 1808
New Orleans,LS 70130
United States
Phone -

Top Executives

Name Title Since Until
Lamar G. Villere Portfolio Manager 2013 Now
Biography Mr. Lamar G. Villere is an employee of St. Denis J. Villere & Company, LLC. Mr. Villere graduated from Washington & Lee University with a B.A. in Journalism and Mass Communications in 1997 and from Vanderbilt University in 2002 with an M.B.A. Mr. Villere received the designation of Chartered Financial Analyst in 2004. Most recently, Mr. Villere was head of Private Equity, Tennessee Pension. Other experience was head of Alternatives, Illinois Teachers’ Pension and as an equity analyst at Morgan Keegan & Co. Mr. Villere is the son of George G. Villere, nephew of St. Denis J. Villere, Sr. and cousin of George V. Young and St. Denis J. Villere III, each of whom is a member of the firm.
Denis J. Villere Portfolio Manager 1999 Now
Biography Mr. St. Denis J. ("Sandy") Villere, III is a member of St. Denis J. Villere & Company, LLC and serves as a portfolio manager. As a portfolio manager, Mr. Villere is responsible for the day-to-day management of each Fund's portfolio. Mr. Villere received a business degree from Southern Methodist University in 1997. He was an institutional research analyst and equity salesman with Gerard Klauer Mattison, a Wall Street institutional equity research firm, for two years before coming to St. Denis J. Villere & Company, LLC. He is a member of the CFA Institute.
George V. Young Portfolio Manager 1999 Now
Biography Mr. George V. Young is a portfolio manager of St. Denis J. Villere & Company, LLC. Mr. Young graduated from the University of Virginia with a B.A. in English in 1980. He has managed investment advisory accounts for the firm since 1986. Mr. Young is the nephew of George Villere and St. Denis Villere and the cousin of St. Denis Villere III, each of whom is a member of the firm.
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