May 31, 2016 8:12 AM ET

Capital Markets

Company Overview of The Enterprise Group of Funds

Company Overview

The Enterprise Group of Funds is a Georgia-based based investment advisor with over $4.39 billion in assets under management. The firm’s investment strategy includes growth, indexing, small-cap, market timing, social screening, aggressive growth, special situations, mid-cap, sector rotation, quantitative, relative (def.) value, high yield, value, large-cap, and hedging. The Enterprise invests globally, specifically in the United States and Europe. The firm was established in 1968 and is based in Atlanta, Georgia.

3343 Peachtree Road N.E.

Suite 450

Atlanta, GA 30326-1022

United States

Founded in 1968

Phone:

404-396-8118

Key Executives for The Enterprise Group of Funds

Chief Executive Officer of The Enterprise Group of Funds Inc, President of The Enterprise Group of Funds Inc and Director of The Enterprise Group of Funds Inc
Age: 57
Chief Financial Officer and Treasurer
Age: 61
Vice President of The Enterprise Group of Funds Inc and Anti- Money Laundering Compliance Officer of The Enterprise Group of Funds Inc
Age: 56
Assistant Anti-Money Laundering Compliance Officer of The Enterprise Group of Funds Inc
Age: 40
Vice President of The Enterprise Group of Funds Inc and Secretary of The Enterprise Group of Funds Inc
Age: 60
Compensation as of Fiscal Year 2015.

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Recent Private Companies Transactions

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