Summary
- The Ave Maria Value Focused Fund delivered an 8.25% Q1 2025 return, outperforming the S&P 1500 and S&P 500, which posted negative returns.
- Our disciplined, value-oriented approach and diversified portfolio across industrials, energy, royalties, and real estate drove strong risk-adjusted returns and top Morningstar rankings.
- Key contributors included Franco-Nevada, Wheaton Precious Metals, and Texas Pacific Land, while a few holdings experienced declines but did not offset overall performance.
- We remain committed to long-term, fundamental investing, believing this strategy will continue to generate above-average returns for shareholders over time.
For the three months ended March 31, 2025, the total return on the Ave Maria Value Focused Fund (MUTF:AVERX) was 8.25%, compared to the S&P 1500® Index at -4.49% and the S&P 500® Index (SP500
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