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At the heart of the Burnham tradition is the belief that quality is what matters most: quality in research, quality in investor service, quality in ideas. Their approach to investing is based on the idea that sound decision-making depends on sound insight. The more experience an asset manager has, the better he or she may be able to understand the significance of a particular piece of information. With an investment heritage that dates back to the 1930’s, they have managed assets in all types of markets, and for different types of investors. It is a depth of experience few other fund advisors can match.
Burnham Fund seeks capital appreciation; income is a secondary consideration. The fund primarily purchases common stocks and other equity securities. It may invest without limit in fixed-income securities when market conditions warrant. The fund may invest up to 15 percent of assets in foreign securities; this limitation does not include American depositary receipts. The minimum investment of this fund is 2500 dollars and minimum subsequent investment is 500 dollars.
The policy and the risk of the Fund seek long-term capital appreciation by investing primarily in common stocks or convertible securities including convertible preferred stock, convertible debentures and marketable securities such as rights and warrants.
The investment seeks capital appreciation. The fund pursues its goal by investing at least 80 percent of its assets in the common stocks of U.S. companies of any market capitalization that are in the financial services sector. The fund may invest in companies of all sizes of market capitalization. The fundgenerally intends to invest in U.S. companies and U.S. dollar denominated securities issued by non-U.S. companies (such as depositary receipts), but it may also invest up to 15 percent of its total assets in non-U.S. dollar denominated securities issued by non-U.S. companies. It may also invest in initial public offerings (IPOs) of securities.
The company has committed themselves to the success of the business, to the pursuit of excellence, to the safety of its client’s investments, and to providing industry leading quality of service to customers.

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