THE SIX KEY FACTORS WE BELIEVE PROMOTE EQUITY FUND GROWTH

The Bridges Investment Fund® is managed by Bridges Investment Management Inc. located in Omaha, Nebraska. Jack Holmes, CFA, is the lead portfolio manager for the Bridges
Investment Fund®. He also serves
as the Chief Investment Officer of
Bridges Investment Management,
Inc., the Fund’s investment adviser.
Mr. Holmes joined the Firm in 2021,
and is responsible for the Firm’s
securities research and portfolio management.

Connor Pugno, CFA, serves as a
portfolio manager for the Bridges
Investment Fund®. He also serves
as a Senior Research Analyst for
Bridges Investment Management,
Inc., the Fund’s investment adviser.

Together, these gentlemen contribute their experience and focused approach to the management of the Bridges Investment Fund®, emphasizing securities research and portfolio management.

The Bridges Advantage

  1. Focused – Emphasis on identifying companies with competitive growth and profitability metrics and attractive long-term market valuations.
  2. Independent – The portfolio manager is supported by a team of financial analysts who conduct independent fundamental research.
  3. Cost Efficient – The expense ratio is lower than the equity mutual fund universe average.* The fund’s low portfolio turnover minimizes transaction expenses.
  4. Proven – The fund has a long track record of performance.

* The expense ratio is considered low based on a June 30, 2024 study of the fee basis of all large cap growth mutual funds in the Morningstar database. The average fee of a mutual fund included in that study was 0.85%

CONSIDERATIONS

The Bridges Investment Fund® is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Bridges Investment Fund® in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Mutual fund investing involves risk. Principal loss is possible. Small and medium capitalization companies tend to have limited liquidity and greater price volatility than large capitalization companies. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for long-term debt securities. The Bridges Investment Fund® invests in foreign securities, which involves greater volatility and political, economic and currency risks and differences in accounting methods.

Bridges Investment Management, Inc. is the adviser to Bridges Investment Fund