Villere Balanced Fund:
From Back Burner to Rolling Boil
Villere Balanced Fund (VILLX) is a century-old fund with a small-mid cap focus. Based in New Orleans, the firm has been run continuously by four generations of the Villere family since 1911. Villere introduced the first independent mutual fund in New Orleans in 1999 and launched an equity fund in 2013.
I believe we had a winning investment strategy but knew little about telling the story. You showed us how to tell the story and who to tell it to. If a tree falls in the forest and nobody hears it, did it really fall?
George Young, Partner, Villere & Co.