Kirr, Marbach Partners Value Fund Wins Lipper Best Fund Award For Second
Consecutive Year
Awarded 2014 Lipper Best Fund Award as Best Multi-Cap Core Fund out of 581 Funds for the 5-year Period
Ended November 30, 2013, Based on Risk-Adjusted Performance
COLUMBUS, Ind., March 21, 2014/PRNewswire/—Kirr, Marbach & Company, LLC (“Kirr, Marbach”) is pleased to
announce the Kirr, Marbach Partners Value Fund (“Value Fund”--KMVAX-- www.KMPartnersFunds.com)
received a 2014 Lipper Best Fund Award as the best Multi-Cap Core Fund out of 581 funds for the 5-year period
ended November 30, 2013 based on risk-adjusted performance at the annual Lipper Fund Awards ceremony
held yesterday in New York City.
This is the second consecutive year Value Fund has been honored by Lipper, having received a 2013 Lipper Best
Fund Award as the best Multi-Cap Core fund out of 647 funds for the 3-year period ending November 30, 2012.
Kirr, Marbach is the adviser to Value Fund, a no-load, diversified equity fund that launched December 31, 1998.
Kirr, Marbach utilizes a “value” approach to investing. When researching a stock, Kirr, Marbach evaluates it as if
it were going to own the entire business for 5-10 years. The stocks Kirr, Marbach finds attractive are typically
out of favor. Kirr, Marbach has also had success investing in areas of market inefficiencies, such as spin-offs,
post-bankruptcy reorganizations and other corporate restructurings. Kirr, Marbach’s approach can be
characterized as “buying straw hats in the winter.”
“We are delighted the Kirr, Marbach Partners Value Fund earned this prestigious award from Lipper,” said Mark
D. Foster, CFA, Value Fund’s Portfolio Manager and Chief Investment Officer of Kirr, Marbach, Value Fund’s
adviser. He added, “It is particularly gratifying Value Fund has now received a Lipper Best Fund Award two years
in a row. 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.” Finally, “Kirr, Marbach &
Company, LLC is actively seeking to grow its business and has recently hired its first institutional marketing
professional and launched a Small/Mid-Cap (< $15 Billion Market Capitalization) Value equity strategy to
complement its traditional All-Cap Value equity offerings.”
Kirr, Marbach is a registered investment adviser located in Columbus, Indiana. Kirr, Marbach has been
independently owned and managed since its predecessor was founded on May 1, 1975. As of December 31,
2013, Kirr, Marbach had approximately $658 million in assets under management. See www.kirrmar.com for
additional information.
A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of
consistent risk-adjusted performance against its classification peers over a three-, five- or ten-year period.
Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein,
the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty,
condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing, or trading
financial instruments is at the user’s own risk. This is not an offer to buy or sell securities. Lipper—a Thomson
Reuters company is an independent mutual fund research and rating service.
The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that
celebrate exceptional performance throughout the professional investment community. The Thomson Reuters
Awards for Excellence recognize the world’s top funds, fund management firms, sell-side firms, research
analysts and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey
Awards, the StarMine Analyst Awards, and the StarMine Broker Rankings. For more information, visit
http://excellence.thomsonreuters.com.
Past performance is not a guarantee of future results.
Mutual fund investing involves risk. Principal loss is possible. The Fund may invest in small- and mediumcapitalization companies, which tend to have limited liquidity and greater price volatility than largecapitalization companies. The Fund may also invest in foreign securities which involves political, economic
and currency risks, greater volatility, and differences in accounting methods. Diversification does not assure a
profit or protect against a loss in a declining market.
While the Fund is no-load, management and other expenses still apply. Please refer to the Prospectus for
further details.
Market capitalization is calculated by multiplying the number of shares outstanding by the price per share.
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing.
The Prospectus contains this and other important information about the investment company, and it may be
obtained by calling 1-812-376-9444 or visiting www.KMPartnersFunds.com. Read it carefully before investing.
Kirr, Marbach & Company, LLC is the Advisor to the Kirr, Marbach Partners Value Fund, which is distributed by
Quasar Distributors, LLC
Contact:
Mark D. Foster, CFA
Chief Investment Officer
Kirr, Marbach & Company, LLC
812-376-9444 or 800-808-9444
[email protected]