1980 | Schwartz Investment Counsel, Inc. is founded |
January 1, 1984
| Schwartz Value Fund is launched |
1995 | "Shareholder Rebellion" by George P. Schwartz published |
January 2001 | George P. Schwartz has initial discussion with Tom Monaghan and Bowie Kuhn about starting a Catholic mutual fund |
May 2001 | Ave 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, 2001 | Ave Maria Catholic Values Fund launched |
December 2001 | Firm passes $300 million in assets under management |
May 1, 2003 | Ave Maria Growth and Ave Maria Bond funds launched |
May 1, 2005 | Ave Maria Rising Dividend Fund introduced |
May 2005 | Larry Kudlow joins Ave Maria Mutual Funds Catholic Advisory Board |
December 2005 | Firm exceeds $500 million in assets under management |
May 1, 2007 | Ave Maria Money Market Account started |
May 2007 | Lou Holtz joins Ave Maria Mutual Funds Catholic Advisory Board |
April 2009 | Ave 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 2011 | Ave 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 2011 | Schwartz Investment Counsel, Inc. opens Ave Maria, Florida office |
September 2011 | Father John Riccardo joins Ave Maria Mutual Funds Catholic Advisory Board |
December 2011 | Firm surpasses $750 million in assets under management |
March 2012 | Firm exceeds $1 billion in assets under management |
June 2013 | Schwartz Investment Counsel, Inc. opens Plymouth, Michigan office |
December 2013 | Firm exceeds $1.5 billion in assets under management |
March 2014 | Firm exceeds $1.75 billion in assets under management |
September 2014 | Firm relocates headquarters to Plymouth, Michigan |
April 2016 | Schwartz Value Fund renamed Schwartz Value Focused Fund |
January 2017 | Professor Robby George joins Ave Maria Mutual Funds Catholic Advisory Board |
March 2017 | Professor Melissa Moschella joins Ave Maria Mutual Funds Catholic Advisory Board |
March 2017 | Firm exceeds $2.0 billion in assets under management |
May 2017 | Ave Maria Catholic Values Fund renamed Ave Maria Value Fund |
March 2018 | Dr. Scott Hahn joins Ave Maria Mutual Funds Catholic Advisory Board |
January 2019 | "In God We Trust" by George P. Schwartz published |
March 2019 | Ave Maria Bond Fund awarded Best Fund by Lipper in Corporate Debt - A Rated Funds category for the 3-year period ended 11-30-18. |
May 2020 | Ave Maria Focused Fund launched |
June 2021 | Firm exceeds $3.0 billion in assets under management |
March 2024 | Ave Maria Bond Fund awarded Best Fund by LSEG Lipper in Corporate Debt - A Rated Funds category for the 3-year, 5-year and 10-year period ended 11-30-23.
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