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MVP's
Semi-Annual Report, dated April 30,
2010, has been posted. To review any past
reports, click
here.
Marathon Value Portfolio and portfolio manager
Marc Heilweil
were profiled on April 28, 2010 in
Registered Rep. To view the
article, please click here.
MVP and portfolio manager
Marc Heilweil
were profiled on April 23, 2010 on AOL's
DailyFinance.com. To view the
article, please click
here
.
MVP portfolio manager Marc Heilweil
was interviewed in a April 20, 2010 article on
TheStreet.com. Click for the
print,
video, or
podcast
version of the interview.
MVP portfolio manager Marc Heilweil
was interviewed on April 16, 2010 by
SmartMoney. To view the interview, click
here.
MVP's latest
Prospectus and
SAI (Statement of Additional Information),
dated March 1, 2010, have been posted.
To review them and related information, click
here.
MVP's
Annual Report, as of October 31, 2009, has been posted.
To review any past reports, click here.
Year-end 2009 Distribution: The annual
distribution for Marathon Value
Portfolio was $0.1148 per share,
with all of it being ordinary income. Ex-dividend date and payable date
were both December 28, 2009. The
reinvestment NAV was $14.25 per share. To see past
distributions, click
here.
A November 2, 2009
article in
The Wall Street Journal discusses "[W]hy
the recent stock-market surge makes the case for
low-volatility funds." Under the nearly
ten-year management of
Marc Heilweil,
Marathon Value Portfolio has consistently been
among the lowest volatility domestic equity
funds. To review how this lower past
volatility has helped lead to higher long-term
returns, look at the graph and table in the
center of this
page, or click on our more detailed
Performance page.
To view the article, click
here.
An October 25, 2009
article in
InvestmentNews magazine cites recent
Morninstar studies which indicate mutual
funds with large stakes held by their managers
have outperformed those whose managers do not
hold large stakes in their own funds.
Marc Heilweil,
portfolio manager of Marathon Value Portfolio,
is the largest individual shareholder in MVP
with more than 4.5% of the Fund's outstanding
shares. To view the article, click
here.
Marc Heilweil,
portfolio manager of Marathon Value Portfolio,
added $80,000 on January 14, 2009, to
his already significant holdings in the Fund,
after several large purchases during 2008. He
remains the largest individual shareholder in
MVP.
Marc Heilweil was
quoted on
BusinessWeek.com on November 21, 2008.
"This is a once-in-a-generation opportunity to
buy the finest companies at prices that will
look very low from the standpoint of future
markets," said Mr. Heilweil. To read the
full article, entitled What Five Key Stock
Market Signals Are Telling Us Now, click
here.
Marc Heilweil
was quoted in
Fortune on September 23, 2008.
"We're substituting chronic long-term pain for
something that could have been acute and
short-term," said Mr. Heilweil. To read
the full article, entitled Already paying for
Paulson's plan, click
here.
Marc Heilweil
was quoted in
Barron's Big Money poll on April 30,
2007. "I'm a student of history, and
anytime risk gets mispriced as it is today,
someone pays. We're in the most
unregulated credit market since the Great
Depression, with layers of leverage we can't
assess, much of it not in the hands of
traditional bankers," said Mr. Heilweil.
At that time, he forecasted a 50/50 chance of a
30% market selloff.
Marathon Value Portfolio and portfolio manager
Marc Heilweil
were profiled in the August 14, 2006 issue of
Barron's. If you would like to see
a reprint of the article, just
e-mail us and we will send you a copy.
For the complete news archive, click
here.
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