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March 28, 2015 8:53 PM ET

Capital Markets

Company Overview of The Motley Fool Funds Trust - Motley Fool Independence Fund

Company Overview

The Motley Fool Funds Trust - Motley Fool Independence Fund is an open-ended equity mutual fund launched and managed by Motley Fool Asset Management, LLC. The fund invests in the public equity markets of countries across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across all market capitalizations with a focus on U.S. small-cap companies with a market capitalization of less than $2 billion. It employs fundamental analysis with a bottom-up stock picking approach focusing on factors such as strong market positions, manageable leverage, robust streams of free cash flow, value of a security relative to t...

2000 Duke Street

Suite 175

Alexandria, VA 22314-6101

United States

Founded in 2009

Phone:

703-302-1100

Fax:

703-254-1600

Key Executives for The Motley Fool Funds Trust - Motley Fool Independence Fund

President, Trustee and Member of Valuation Committee
Treasurer
Age: 46
Vice President and Secretary
Age: 51
Portfolio Manager and Member of Investment Committee
Portfolio Manager and Chairman of Investment Committee
Compensation as of Fiscal Year 2014.

The Motley Fool Funds Trust - Motley Fool Independence Fund Key Developments

The Motley Fool Funds Trust - Motley Fool Independence Fund, Special/Extraordinary Shareholders Meeting, May 21, 2014

The Motley Fool Funds Trust - Motley Fool Independence Fund, Special/Extraordinary Shareholders Meeting, May 21, 2014., at 14:00 US Eastern Standard Time. Location: 2000 Duke Street. Agenda: To elect a trustee to the board of trustees of the trust; and to approve an amended and restated investment advisory agreement between the trust and Motley Fool Asset Management, LLC on behalf of each fund.

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