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Whitney R. Tilson:
Whitney Tilson is the founder and Managing Partner of T2 Partners LLC and the Tilson Mutual Funds. The former manages three value-oriented private investment partnerships, T2 Accredited Fund, Tilson Offshore Fund and T2 Qualified Fund, while the latter is comprised of two value-based mutual funds, Tilson Focus Fund and Tilson Dividend Fund.
Mr. Tilson is also the co-founder, Chairman and co-Editor-in-Chief of Value Investor Insight, an investment newsletter, and is the co-founder and Chairman of the Value Investing Congress, a biannual investment conference in New York City and Los Angeles.
Mr. Tilson writes a regular column on value investing for the Financial Times and Kiplinger's, has written for the Motley Fool and TheStreet.com, was one of the authors of Poor Charlie's Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and teaches financial statement analysis and business valuation for the Dickie Group. He was one of five investors included in SmartMoney's Power 30, was named by Institutional Investor as one of 20 Rising Stars, has appeared many times on CNBC, Bloomberg TV, Fox Business Network, Lou Dobbs Moneyline and Wall $treet Week, was on the cover of the July 2007 Kiplinger's, has been profiled by the Wall Street Journal and the Washington Post, and has spoken widely on value investing and behavioral finance. He served on the Board of Directors of Cutter & Buck, a public company that designs and markets upscale sportswear for two years until the company was sold in early 2007.
Prior to launching his investment career in 1999, Mr. Tilson spent five years working with Harvard Business School Professor Michael E. Porter studying the competitiveness of inner cities and inner-city-based companies nationwide. He and Professor Porter founded the Initiative for a Competitive Inner City, of which Mr. Tilson was Executive Director. Mr. Tilson also led the effort to create ICV Partners, a national for-profit private equity fund focused on minority-owned and inner-city businesses that has raised nearly $500 million.
Before business school, Mr. Tilson was a founding member of Teach for America, the national teacher corps, and then spent two years as a consultant at The Boston Consulting Group.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor's degree in Government.
Mr. Tilson's parents are both educators and he spent much of his childhood in Tanzania and Nicaragua. Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is also a member of the Young Presidents' Organization. Mr. Tilson lives in Manhattan with his wife and three daughters.
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Glenn H. Tongue:
Mr. Tongue is a general partner and co-manager of the Advisor and is the co-manager of the Tilson Growth Fund, LP, the Tilson Offshore Fund, Ltd. and the T2 Qualified Fund, LP. Prior to becoming a general partner and comanager of the Advisor on April 1, 2004, Mr. Tongue spent seventeen years working on Wall Street, most recently as an investment banker at UBS where he was a Managing Director and Head of Acquisition Finance. Before joining UBS, Mr. Tongue worked at Donaldson, Lufkin and Jenrette (“DLJ”) for thirteen years, the last three of which he served as the President of DLJdirect, an on-line brokerage firm. During his tenure there, he oversaw both DLJdirect’s IPO and ultimate sale. Prior to DLJdirect, Mr. Tongue was a Managing Director in the Investment Bank at DLJ, where he worked on over 100 transactions aggregating more than $40 billion. Before working on Wall Street, Mr. Tongue managed sales, marketing and certain operations at Blonder-Tongue, Inc., a manufacturer of pay television and cable television distribution equipment.
Mr. Tongue received an MBA with Distinction from the Wharton School of Business and received a Bachelor of Science in Electrical Engineering and Computer Science from Princeton University. He serves on the Board of All Souls School, an early childhood educational facility, and lives in New York, New York. |
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Zeke Ashton:
Mr. Ashton is the founder, managing partner, and a portfolio manager of Centaur Capital Partners L.P., the Sub-Advisor. Prior to founding the Sub-Advisor and its affiliated advisor entity in 2002, Mr. Ashton served as the general partner and portfolio manager of Centaur Investments, LP, a private investment partnership, from its inception in November 1999 and was employed as an investment analyst for The Motley Fool (“TMF”). While at TMF, Mr. Ashton developed and produced investing seminars, subscription investing newsletters and stock research reports in addition to writing online investing articles. Mr. Ashton also wrote investment columns with an emphasis on value investing for TMF on a free-lance basis.
Prior to his work at TMF, Mr. Ashton was employed as a senior analyst and project manager in the Zurich, Switzerland office of Infinity Systems, where he provided financial system consulting to Swiss regional and private banks. From 1995 to 1999, Mr. Ashton was employed as a senior analyst and project manager for Wall Street Systems, a New York-based treasury and risk management software company. In this role Mr. Ashton provided consulting services to various clients in Germany, Italy, and the United Kingdom. Mr. Ashton graduated from Austin College in Sherman, Texas in 1995 with degrees in Economics and German. |
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Matthew Richey:
Mr. Richey is a portfolio manager with the Sub-Advisor. Prior to joining the Sub-Advisor in October 2003, Mr. Richey was employed as an investment analyst with a focus on small-cap value stocks for TMF. From March 2002 to September 2003, Mr. Richey wrote stock research reports for TMF print newsletters; co-led an online investing seminar on the subject of when to sell stocks; and, in total, wrote more than 150 online-published articles. Mr. Richey also wrote a monthly freelance investment column for TMF. In an earlier capacity at TMF, from February 1999 to May 2001, Mr. Richey worked with TMF in developing educational online investing content on topics such as the importance of competitive advantage, balance sheet strength, and the superiority of free cash flow over earnings. From June of 2001 through March of 2002, Mr. Richey worked briefly for America Online as a marketing analyst and for the Aegis Value Fund as an independent contractor. Mr. Richey graduated summa cum laude from the University of Tennessee in 1998, with a Bachelor of Science in Finance. |
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An investor should consider the investment objectives, risks, and charges
and expenses of the Funds before investing. The prospectus contains this and
other information about the Funds. A copy of the prospectus is available by
clicking here or calling the fund directly at 888-484-5766. The prospectus
should be read carefully before investing.
Investment in the Funds is subject to investment risks, including, without
limitation, market risk, management style risk, sector focus risk, foreign
securities risk, nondiversified fund risk, portfolio turnover risk, credit
risk, interest rate risk, maturity risk, investment-grade securities risk,
junk bonds or lower-rated securities risk, derivative instruments risk and
real estate securities risk.
Distributor: Capital Investment Group, Inc., 116 S Franklin St, Rocky Mount,
NC 27804, 800-773-3863 |
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Whitney Tilson, co-Portfolio Manager of the Tilson Focus Fund, was one of five investors included in SmartMoney's Power 30. |
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