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MFWire: Motley Fool Funds
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Motley Fool Asset Management, LLC
2000 Duke Street
Suite 175
Alexandria, VA  22314
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Main Phone: 703-254-1501
Web Site: http://www.foolfunds.com

Mutual Fund Brand(s)
Motley Fool Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Brothers David and Tom Gardner founded the Motley Fool in 1993 in Alexandria, Virginia, outside Washington, D.C. It now features books, a newspaper column, a subscription newsletter and more, as well as a website, all for individual investors. According to the Motley Fool's website, its core values consist of seven words: collaborate, innovate, fun, honest, competitive and motley. The firm's backers include BIA, Maveron, the Mayfield Fund, Patriot Capital and SoftBank Capital.

    Motley Fool Asset Management launched in 2008, and it released its first mutual fund, the Independence Fund, the next year. Since then, the firm launched two more funds: the Epic Voyage Fund and the Great America Fund. All three funds feature no-load, 12b-1-free shares and an active, value-based investment strategy. Motley Fool distributes its funds primarily through direct response marketing.

    Motley Fool places a big emphasis on shareholder-friendliness, promising that its employees will remain significant shareholders in the funds and aiming to keep fees clear and low. The firm takes a value-investing approach also tries to help "shareholders become better overall investors," according to a spokeswoman.

    As of December 7, 2011, Epic Voyage held $4.3 million, Great America held $55.1 million, and Independence held $197.5 million.
    Sponsored Opportunities

    Key People:
    Carl Hendley
    President, Motley Fool Asset Management
    Bill Mann
    PM, Motley Fool Asset Management
    Story Archive for Motley Fool Asset Management, LLC
    Published On Story Headline Publication
    1/3/2022 A Four-Fund Shop Launches Two More MFWire.com
    12/13/2021 A $1B-AUM, Two-Fund Conversion Wraps Up MFWire.com
    9/28/2021 It's Back to the Branding Future For a $1.7B-AUM Boutique, And ... MFWire.com
    5/13/2020 Inc. Lauds a Boutique Fund Firm MFWire.com
    12/14/2018 Post-Rebrand, What Will a $2.5B AUM Boutique Launch Next? MFWire.com
    4/2/2018 A Famed Economist's Fund Led the Pack in February MFWire.com
    10/16/2017 Week In Preview, October 16-22 MFWire.com
    7/24/2017 Filings for Fundsters - July 24, 2017 MFWire.com
    12/9/2016 Filings for Fundsters - December 9, 2016 MFWire.com
    10/17/2016 Motley Fool's Funds Move MFWire.com
    10/7/2016 Filings for Fundsters - October 7, 2016 MFWire.com
    6/3/2013 Fido Foolishly Stands Between a Fund Family and Its Shareholders MFWire.com
    7/16/2012 M* Finds the Foolish Approach to Funds to be Working MFWire.com
    7/2/2012 Morningstar Played by the Fools MFWire.com
    2/14/2011 Jaffe Says New Fool Fund Takes on Old Script MFWire.com
    1/26/2009 A New Fund Firm Makes a "Foolish" Bet MFWire.com
    8/30/2004 Fools Rush In MFWire.com
    9/28/2001 401k Web Advisor Layoffs MFWire.com
    9/5/2001 Fool Launches MFWire.com
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