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Background:
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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.
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Sponsored Opportunities
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Key People:
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Peter Jacobstein
President, Motley Fool Asset Management | Bill Mann
PM, Motley Fool Asset Management |
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