Our Legacy

DateEvent
1980Schwartz Investment Counsel, Inc. is founded
January 1, 1984Schwartz Value Fund is launched
1995"Shareholder Rebellion" by George P. Schwartz published
January 2001George P. Schwartz has initial discussion with Tom Monaghan and Bowie Kuhn about starting a Catholic mutual fund
May 2001Ave Maria Mutual Funds Catholic Advisory Board established and included Paul R. Roney, Thomas S. Monaghan, Michael Novak, Phyllis Schlafly, Bowie Kuhn and His Eminence Adam Cardinal Maida, as Ecclesiastical Advisor
May 1, 2001Ave Maria Catholic Values Fund launched
December 2001Firm passes $300 million in assets under management
May 1, 2003Ave Maria Growth and Ave Maria Bond funds launched
May 1, 2005Ave Maria Rising Dividend Fund introduced
May 2005Larry Kudlow joins Ave Maria Mutual Funds Catholic Advisory Board
December 2005Firm exceeds $500 million in assets under management
May 1, 2007Ave Maria Money Market Account started
May 2007Lou Holtz joins Ave Maria Mutual Funds Catholic Advisory Board
April 2009Ave Maria Growth Fund awarded Best Fund by Lipper in the Multi-Cap Core Funds category for the 3-year period ended 12-31-08
March 2010"Good Returns" by George P. Schwartz published
April 30, 2010 Ave Maria World Equity Fund launched
April 2011Ave Maria Growth Fund awarded Best Fund by Lipper in the Multi-Cap Core Funds category for the 5-year period ended 12-31-10
August 2011Schwartz Investment Counsel, Inc. opens Ave Maria, Florida office
September 2011Father John Riccardo joins Ave Maria Mutual Funds Catholic Advisory Board
December 2011Firm surpasses $750 million in assets under management
March 2012Firm exceeds $1 billion in assets under management
June 2013Schwartz Investment Counsel, Inc. opens Plymouth, Michigan office
December 2013Firm exceeds $1.5 billion in assets under management
March 2014Firm exceeds $1.75 billion in assets under management
September 2014Firm relocates headquarters to Plymouth, Michigan
April 2016Schwartz Value Fund renamed Schwartz Value Focused Fund
January 2017Professor Robby George joins Ave Maria Mutual Funds Catholic Advisory Board
March 2017Professor Melissa Moschella joins Ave Maria Mutual Funds Catholic Advisory Board
March 2017Firm exceeds $2.00 billion in assets under management
May 2017Ave Maria Catholic Values Fund renamed Ave Maria Value Fund

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