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Undiscovered Managers Behavioral Value Fund - Institutional (UBVLX)

Undiscovered Managers Behavioral Value Fund - Institutional (UBVLX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Dave Potter
David Potter| Fuller & Thaler Biography

Dave Potter, CFA, is responsible for managing the Small-Cap Value strategy at Fuller & Thaler. Prior to joining Fuller & Thaler, Dave was a vice president at Goldman Sachs in investment banking. Previously, he was an emerging markets proprietary trader at Scotia Capital Markets.

Education
    B.A., Economics/Finance, McGill University,Montreal M.B.A. (honors), Finance, University of Chicago
Experience
  • Industry Experience, 20 Years
  • Firm Experience, 9 Years
  • Fund Experience, 9 Years
 
Russell J. Fuller| Fuller & Thaler Asset Management Biography

Russell J. Fuller, CFA., Ph.D., is president of Fuller & Thaler Asset Management, a registered investment advisory firm. Prior to establishing Fuller & Thaler, Russell served as a security analyst with a brokerage firm and later as a professor and chair of the finance department at Washington State University. He has also held academic positions at the University of British Columbia and the University of Auckland, and guest lectured at Harvard, Stanford, UC-Berkeley, and Santa Clara universities.

Education
  • B.A., University of Nebraska
  • M.B.A., University of Nebraska
  • Ph.D., (phil), University of Nebraska
Experience
  • Industry Experience, 41 Years
  • Firm Experience, 21 Years
  • Fund Experience, 16 Years

The Fund may invest a portion of its securities in small-cap stocks. Small-capitalization funds typically carry more risk than stock funds investing in well-established "blue-chip" companies since smaller companies generally have a higher risk of failure. Historically, smaller companies' stock has experienced a greater degree of market volatility than the average stock.

From the commencement of operations of the Fund's Institutional Class until January 30, 2004, the Fund's investment adviser was Undiscovered Managers, LLC. Effective January 31, 2004, J.P. Morgan Investment Management, Inc. (JPMIM) became the Fund's investment advisor. Fuller & Thaler Asset Management, Inc. serves as the Fund's sub-advisor. The Fund is currently waiving fees. Please note the removal of this waiver would reduce returns.