Profit Investments serves institutional and retail clients investing in U.S. equities. We manage large-cap, small-cap and socially responsible portfolios. All products are also available for separate accounts and our large-cap strategy is available as a mutual fund: Profit Fund (PVALX).
Large Cap: Our large-cap product is our flagship product that was introduced in 1996. The large-cap product is available as a separately managed account and a mutual fund under the ticker PVALX. Our large-cap separately managed account is benchmarked against the Russell 1000 Growth Index and our large-cap mutual fund is benchmarked against the S&P 500 Index.
Small Cap: We have been managing small-cap assets since 2005. Our main benchmark is the Russell 2000 Index.
Socially Responsible: We have utilized a strategy of investing in socially responsible companies since 2002. Our main vehicle for managing social portfolios is through sub-advisory relationships.