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Home > Financial Services > Mutual Funds > Birmiwal Funds
Birmiwal Funds
Birmiwal Asset Management, Inc. is the investment adviser of the Fund and has responsibility for the management of the Fund's affairs, under the supervision of the Trust's Board of Trustees. The Fund's investment portfolio is managed on a day-to-day basis by Kailash Birmiwal, Ph.D. Dr. Birmiwal is also the President of BAM. The firm was established in 2002.
Birmiwal Asset Management invests primarily in common stocks of domestic and foreign companies under normal market conditions. In addition, the Fund may invest in exchange traded funds. The Fund invests in companies without regard to market capitalization. The Fund’s investment strategy includes both growth and value style investing. The Fund is a non-diversified portfolio, which means it can invest in fewer securities at any one time than diversified portfolios. Also, the Fund may participate in a limited number of industry sectors. The Fund may hold all or a portion of its assets in cash or cash-equivalents either due to pending investments or when investment opportunities are limited. The Fund pays a variable performance-based management fee. This fee is comprised of an annual base rate of 2.90% of average daily net assets subject to a performance adjustment, in accordance with a rate schedule. The performance adjustment either increases or decreases the management fee, depending on how well the Fund has performed relative to the S&P 500 over a performance period. The performance period is the most recent 12 month rolling period.
The Birmiwal Oasis Fund seeks capital appreciation and is a non-diversified fund. The fund will generally invest in common stocks, and may also invest in exchange-traded funds. The fund invests without regard to market capitalization, and invests using both growth and value styles. It may hold some or all of its assets in cash, money-market funds, certificates of deposit, short-term debt obligations or repurchase agreements.
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