Happy Thanksgiving from all of us at Triad!
We invite you to learn more about the Triad Small Cap Value Fund (TSCVX). Click here to learn more.
John Heldman, CFA
Partner | Portfolio Manager
Dave Hutchison, CFA
Partner | Portfolio Manager
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About Us
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Triad Investment Management manages all-cap, small-cap and balanced portfolios with a focus on Research, Behavior and Ethics. Triad is also the Adviser to the Triad Small Cap Value Fund (symbol TSCVX). Founded in 2008, Triad is a 100% employee-owned SEC registered investment adviser. Learn more at www.triadim.com.
Triad managed $114 million as of September 30, 2015. The Concentrated All-Cap Equity composite return, annualized and net of fees since inception, is 6.4% vs. 6.8% for the S&P 500 Index (April 30, 2008 to September 30, 2015).
Please review our Concentrated All-Cap Equity annual disclosure presentation and the important disclosures at the bottom of this issue. Past performance does not guarantee future results.
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