| Overview The
Jamestown Funds offer efficient access to Lowe, Brockenbrough's long
tradition of investment management. Lowe, Brockenbrough & Company,
Inc. serves as advisor to the Jamestown Family of Funds. Founded in 1970,
LB&C is today one of the larger independent, employee-owned investment
management organizations in the Southeast. The firm manages approximately
$1.1 billion in equity, balanced and fixed income accounts. Our clients
include individuals and personal trusts, pension and profit sharing plans,
endowment funds, foundations and corporate portfolios. |
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| Distributed by Ultimus Fund Distributors, LLC | |||||
| The Jamestown Equity Fund | |||||
| Domestic Equities- |
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Seeks capital appreciation by investing principally in equity securities of large growth companies. |
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| The Jamestown Select Fund | |||||
| Domestic Equities- |
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Seeks capital appreciation by an investment process based on the premise that fundamental earnings factors drive stock prices over longer periods of time. Stocks with attractive earnings characteristics purchased at reasonable valuations should produce superior investment returns. |
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| The Jamestown International Equity Fund* | |||||
| International Equities- |
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Seeks to provide long-term growth of capital by investing in a diversified portfolio of international equities. |
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| The Jamestown Balanced Fund | |||||
| Balanced Portfolio- |
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Seeks capital appreciation and income by investing in a balanced portfolio of equity and fixed income securities. |
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| The Jamestown Tax Exempt Virginia Fund** | |||||
| Tax
Exempt Fixed Income- |
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Seeks
to provide current income exempt from federal income taxes and from the
personal income taxes of Virginia, consistent with the preservation of
capital by investing primarily in high quality municipal obligations. |
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| The Jamestown Family of Funds $158.8 million - As of June 30, 2007 |
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| Funds Prospectus | |||||
*An investment in International Funds entail special risks, including currency exchange fluctuation. |
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**Intended for sale only for Virginia residents. Fund sector diversification and maturity structure are subject to change without notice. Income from the fund may be subject to State and local tax for nonVirginia residents, and the alternative minimum tax. |
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Jamestown
Family of Funds are offered only to United States citizens and residents,
and information on this Web site is intended only for such persons. Nothing
on this Web site should be considered a solicitation to but or an offer
to sell shares of any Jamestown Fund in any jurisdiction where the offer
or solicitation would be unlawful under the securities laws of such jurisdiction. |
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