Statement of Additional Information
Edward Balint2020-02-03T16:45:26-05:00KM Fund Statement of Additional Information 2020Download
KM Fund Statement of Additional Information 2020Download
km_fund_capital_gains_oct_19
https://64md3d.a2cdn1.secureserver.net/wp-content/uploads/KMPVF-Annual-2019.pdf
– 41 Years Experience, 33 Years with Firm
– Chartered Financial Analyst since 1985
– B.S. Finance, Ball State University, 1979
– Member, Indianapolis Society of Financial Analysts
Mark was formerly associated with American Fletcher National Bank (now JP Morgan Chase, Indiana, NA) as a research analyst from 1980 to 1982 and with Merchants National Bank as a portfolio manager/research analyst from 1982 to 1984. From 1984 to 1987 he was associated with Merchants Investment Counseling Inc. as Director of Equity Strategy, directly responsible for managing approximately $200 million of equity assets. Mark joined KM in 1987 and has been the firm’s Chief Investment Officer since 1997.