Counterpoint Mutual Fund

Jurika, Mills & Keifer manages a no-load mutual fund using its Counterpoint investment strategy.

This strategy is distinguished by independent thinking, practical business judgment and a willingness to make significant investments contrary to consensus opinion where we discern meaningful risk or opportunity.

Our approach is to invest in a select group of public companies – primarily domestic – that we think represent the “best of the best” in terms of their combination of business quality, valuation and future potential. In particular, we focus on what we believe are high quality businesses that have well-established, durable and valuable brands and business franchises, attractive business models and strong balance sheets, and that are well positioned for the future.

For more information about our mutual fund, please click here.