About the Fund
C.T. Fitzpatrick follows a value investing approach focused on buying high-quality companies at prices below their intrinsic value. He believes that stock price volatility creates opportunities to acquire securities at attractive prices. When C.T. Fitzpatrick worked at Southeastern Asset Management, he realized that even a good investor can make mistakes if they do not adhere to strict frameworks for assessing risk and value. He has said that his approach to managing his own money was too aggressive and unstable. To “correct his own mistakes,” he founded Vulcan Value Partners in 2007, focusing on long-term capital preservation and steady growth. He essentially created the fund to save himself from himself — and built an investment empire on that foundation.
Portfolio Holdings
Period:
Holding | Ticker | Sector | Portfolio Weight (%) | Change | Return (mln) | Value (mln) |
|---|---|---|---|---|---|---|
Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only |
Portfolio Weight
Return (mln)
Change
Value (mln)
Sector Allocation
- -Data is available to registered users onlyData is available to registered users only
- -Data is available to registered users onlyData is available to registered users only
About the Fund
C.T. Fitzpatrick follows a value investing approach focused on buying high-quality companies at prices below their intrinsic value. He believes that stock price volatility creates opportunities to acquire securities at attractive prices. When C.T. Fitzpatrick worked at Southeastern Asset Management, he realized that even a good investor can make mistakes if they do not adhere to strict frameworks for assessing risk and value. He has said that his approach to managing his own money was too aggressive and unstable. To “correct his own mistakes,” he founded Vulcan Value Partners in 2007, focusing on long-term capital preservation and steady growth. He essentially created the fund to save himself from himself — and built an investment empire on that foundation.

