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Kirr Marbach Partners


The Kirr, Marbach & Company was founded on May 1, 1975 by David M. Kirr.Since inception, KM has been exclusively a value shop and its sole line of business has been asset management. KM is an independent, federally registered investment adviser, owned and managed by its employee partners. 
 
The objective of the fund is long-term capital growth. It invests primarily in a diversified portfolio of common stocks and other equity securities of companies. The stocks selected for the fund are currently undervalued. It will normally invest at least a majority of its assets in the common stocks of medium capitalization companies.Current income from dividends or interest is not an important factor in selecting investments for the Fund. The Fund cannot guarantee that it will achieve its goal. It has no minimum holding period for its investments and will sell securities whenever the Adviser believes it is consistent with the Fund’s investment objective. 
 
The Fund will attempt to maximize investment returns. Potential tax consequences to Fund shareholders will be a secondary consideration when it sells securities. Investors may realize taxable capital gains as a result of frequent trading of the Fund’s assets. Tax and transaction costs lower the Fund’s effective return for investors. Under normal circumstances, it expects to be substantially fully invested in common stocks and other equity securities and will invest at least 65 percent of its total assets. 
 
Common stocks are units of ownership of a corporation. Preferred stocks are stocks that often pay dividends at a specified rate and have preference over common stocks in dividend payments and liquidation of assets. Some preferred stocks may be convertible into stock
 

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