The Wisdom Fund

 
 
  Atlanta Investment Counsel, LLC
 
  Welcome to The Wisdom Fund  
 
 

The information provided on this site is accompanied by The Wisdom Fund Prospectus. Your use of this site signifies your acceptance of our terms and conditions.

The Wisdom Fund is a mutual fund managed by Atlanta Investment Counsel, LLC.

• The Wisdom Fund seeks to emulate as closely as possible the investment management policies of Berkshire Hathaway Holdings (BHH). The Fund will seek to achieve this objective by investing as closely as possible in the securities known to be owned by BHH. BHH generally holds investments in common stocks of both publicly traded and privately held companies. The Fund's holdings will be primarily composed of both securities substantially identical to those publicly traded securities owned by BHH, and securities which the advisor believes possess similar characteristics to those of the privately held companies owned by Berkshire Hathaway, to the extent those investments
by Berkshire Hathaway are publicly known. It is the intent of the Fund to own each  securiy in the same relative percentage as that security represents in the total investment portfolio of BHH.

• With a market cap of over $100 billion, Berkshire Hathaway is priced at a substantial premium to the net asset value of the company's portfolio. The Wisdom Fund does not trade at a premium or a discount to its N.A.V. because it is an open-end mutual fund.

Atlanta Investment Counsel, LLC was formed in 1998 to act as the advisor to The Wisdom Fund. The president and Chief Investment Officer is C. Douglas Davenport, J.D., with over 23 years in the investment business and is responsible for day-to-day management of the Fund.

Investment in the Fund is subject to investment risks, including, without limitation, tracking risks (an investor in the Fund should not expect that the investment performance of the Fund will be able to track the investment performance of Berkshire Hathaway, Inc.), non-diversified risk, industry concentration risk and other risks as set forth in the Fund's prospectus. More information about these risks and other risks can be found in the Fund's prospectus.

An Investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing.  The prospectus contains this and other information about the Fund. A copy of the prospectus is available by calling 1-877-352-0020. The prospectus should be read carefully before investing.

Distributor: Capital Investment Group, Inc.
116 S Franklin St, Rocky Mount, N.C., 27804; (800-773-3863)

The Fund may not be available for sale in all states. The information presented on this page is not an offer to sell or a solicitation of an offer to purchase the Fund.

 

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