Jamestown Main

Jamestown Main

  The Jamestown Funds
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.

 
Distributed by Ultimus Fund Distributors, LLC
          The Jamestown Equity Fund
    Domestic
Equities-
   
       

Seeks capital appreciation by investing principally in equity securities of large growth companies.

          The Jamestown Select Fund
    Domestic
Equities-
   
       

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.

          The Jamestown International Equity Fund*
    International
Equities-
   
       

Seeks to provide long-term growth of capital by investing in a diversified portfolio of international equities.

          The Jamestown Balanced Fund
    Balanced
Portfolio-
   
       

Seeks capital appreciation and income by investing in a balanced portfolio of equity and fixed income securities.

          The Jamestown Tax Exempt Virginia Fund**
    Tax Exempt
Fixed Income-
   
       

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.

     
The Jamestown Family of Funds
$158.8 million - As of June 30, 2007
      The Jamestown Family of Funds
Funds Prospectus

*An investment in International Funds entail special risks, including currency exchange fluctuation.

 

**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.

 

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.

An investor should consider the Funds investment objectives, risks, and charges and expenses carefully before investing. The Funds prospectus contains this and other important information. For a copy of the Funds Prospectus download here, or call 1-800-787-7414. Please read the prospectus carefully before you invest.