Hot off of the press: Vulcan Value Partners makes it big. This local Birmingham investment management firm was just featured in The Wall Street Journal and Barron’s—two nationally-acclaimed financial publications. We’ve got the scoop for you.
Vulcan Value Partner is a big deal on Wall Street
You heard it here first—Vulcan Value Partners is a big deal. To begin, let’s give you some background on this Birmingham business. Its mission is to protect capital and reach long-term results through a strategic investment process.
It was founded by C.T. Fitzpatrick, the CEO and CIO, in 2007. Now, it manages over $20 billion for clients across the globe (and in The Magic City).
The firm secured the features on The Wall Street Journal and Barron’s because one of its mutual funds is making huge returns. Over the last 12 months, The Vulcan Value Partners Small Cap Fund has been a top performer.
The company has the numbers to show it. This fund gained 105.3% in 12 months. The gains are impressive, especially during all of the economic changes due to the pandemic.
So, how does the magic happen? Thanks to Fitzpatrick and his team of investors.
Fitzpatrick told Barron’s:
“The future is going to come at you and it’s going to do what it’s going to do. If you have a shock-absorber margin of safety, then you’ll be OK.”—C.T. Fitzpatrick, CEO and CIO, Vulcan Value Partner
Investing in clients + the community
Along with making an investment in its clients, Vulcan Value Partners invests in the Birmingham community.
Most recently, the firm committed $5 million to Birmingham Promise. In addition, it consistently supports:
- Alabama Symphony Orchestra
- UAB Visual Arts
- The Women’s Fund
- Cornerstone Schools
- Bridge Builders of Alabama
- and more!
What other Birmingham businesses should be featured in WSJ or Barron’s? Let us know on Instagram.