Kirr Marbach Partners Value Fund Bags 2013 Lipper Fund Award

Kirr Marbach Partners Value Fund Bags 2013 Lipper Fund Award

The Kirr Marbach Partners Value Fund (MUTF:KMVAX) was given the 2013 Lipper Fund Award as the best multi-cap core fund out of the 647 funds over the past three years that ended November 30, 2012. KMVAX received the recognition based on its risk-adjusted performance.

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Kirr, Marbach Partners Value Fund is a no-load diversified equity fund managed by Kirr, Marbach & Company, a registered investment adviser with $488 million assets under management. The firm is located in Columbus, Indiana and it uses a value approach in investing. Generally, the firm invests in stocks that are out of favor and succeeded investing in the areas of market efficiency, spin-offs, post bankruptcy reorganizations and other corporate restructurings. The firm described its investing strategy as “buying straw hats in the winter.

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In a statement, Mark D. Foster, chief investment officer of Kirr, Marbach & Company said, “We are delighted the Kirr, Marbach Partners Value Fund earned this prestigious award from Lipper. We are big believers in eating our own cooking.  We are invested alongside our fellow shareholders and are pleased our ‘slow and steady’ value approach won this race for them.”The

Kirr Marbach Partners Value Fund (MUTF:KMVAX) received the highest rating for the Lipper Leader Consistent Return among 659 funds, and the highest scorecard for Lipper Leader Rating for Total Return among 686 funds.

Since its establishment, KMVAX its averaged annualized total return was 6.77 percent compared with the 3.55 percent total return of the Russell 3000 Index and 2.94 percent total return of the S&P 500 Index.

KMVAX Performance

Below is the performance of the top ten holdings of Kirr Marbach Partners Value Fund (MUTF:KMVAX).


The Lipper Fund Awards are part of the Thomson and Reuters Awards for Excellence, a global family of awards that recognize the exceptional performance of the professional investment community. A Lipper Fund Award is given to a fund in every Lipper classification for achieving the strongest trend of consistent-risk adjusted performance against its peers over a period of three, five, and ten-year period.

The Thomson Reuters Awards for Excellence recognize the top fund, fund management firms, sell-side firms, research analysts and investor relations teams around the world.

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