Adviser to Ave Maria Mutual Funds Announces Portfolio Manager Promotion

PLYMOUTH, Mich.--(BUSINESS WIRE)-- Schwartz Investment Counsel, Inc. (the Firm), the investment adviser for the Ave Maria Mutual Funds, has announced the promotion of James T. Peregoy, CFA, to co-Portfolio Manager of the Ave Maria Bond Fund (AVEFX), joining Lead Portfolio Manager, Brandon S. Scheitler and co-portfolio Manager, George P. Schwartz, CFA. Before joining the Firm in 2021, James worked as a consultant at Plante Moran. He holds a Bachelor of Business Administration degree in Finance and Statistics from Grand Valley State University and has also earned the Chartered Financial Analyst designation.

About Ave Maria Mutual Funds

Ave Maria Mutual Funds is a family of mutual funds that invests according to Catholic principles. Founded in 2001, Ave Maria Mutual Funds seeks to provide investors with opportunities to invest in companies that adhere to pro-life, pro-family, and pro-religious liberty values. With a commitment to ethical investing and a focus on long-term financial growth, Ave Maria Mutual Funds allow investors to make a positive impact while achieving their financial goals. For more information about the Funds, please visit www.avemariafunds.com or call 866-AVE-MARIA.

About Schwartz Investment Counsel, Inc.

Schwartz Investment Counsel, Inc. is a Registered Investment Adviser. Founded in 1980, the Firm is headquartered in Plymouth, Michigan with a branch office in Ave Maria, Florida. In managing the Ave Maria Mutual Funds, investments are made only if companies meet the Funds’ financial and moral criteria. As such, returns may be lower or higher than if decisions were based solely on investment considerations. The Funds’ method of security selection may or may not be successful and the Funds may underperform or outperform the stock market as a whole. All mutual funds are subject to market risk, including possible loss of principal. For more information about Schwartz Investment Counsel, Inc., visit www.schwartzinvest.com.

Request a prospectus, which includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-866-283-6274 or it can be viewed at www.avemariafunds.com.

Distributed by Ultimus Fund Distributors LLC. 200-187-041525 / 20250102-4123390

Schwartz Investment Counsel, Inc. is not affiliated with Ultimus Fund Distributors, LLC.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250106468498/en/

Mike Richter, Director of Marketing

Schwartz Investment Counsel, Inc.

(734) 455-7810

mjr@schwartzinvest.com

Source: Schwartz Investment Counsel, Inc.

FAQ

Who is the new co-Portfolio Manager of the Ave Maria Bond Fund (AVEFX)?

James T. Peregoy, CFA, has been promoted to co-Portfolio Manager of the Ave Maria Bond Fund (AVEFX).

What is James T. Peregoy's educational background and credentials?

James T. Peregoy holds a Bachelor of Business Administration degree in Finance and Statistics from Grand Valley State University and has earned the Chartered Financial Analyst (CFA) designation.

When did James T. Peregoy join Schwartz Investment Counsel?

James T. Peregoy joined Schwartz Investment Counsel in 2021.

Who are the current portfolio managers of the Ave Maria Bond Fund (AVEFX)?

The Ave Maria Bond Fund (AVEFX) is managed by Brandon S. Scheitler (Lead Portfolio Manager), along with co-portfolio managers James T. Peregoy and George P. Schwartz.

What was James T. Peregoy's previous work experience before joining Ave Maria Mutual Funds?

Before joining Schwartz Investment Counsel, James T. Peregoy worked as a consultant at Plante Moran.