Vulcan Value Equity Fund II EUR Income Hedged

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Legal StructureOpen Ended Investment Company
Inception Date01/09/2018
Fund Advisor(s)
Vulcan Value Partners, LLC
Fund ManagerC.T. Fitzpatrick
Manager Start Date01/05/2013
Career Start Year1986
1990, Vanderbilt University (Owen), M.B.A.
1986, University of Alabama, B.S.
Mr. Fitzpatrick, as the Chief Investment Officer of Vulcan and the portfolio manager for each Fund, leads Vulcan’s research team, which is responsible for stock selection. As the Funds’ sole portfolio manager, Mr. Fitzpatrick has discretion over each Fund’s assets and exercises final investment decision-making for each Fund. In addition, Mr. Fitzpatrick oversees the structuring of portfolios for consistency with each Fund’s guidelines and regulatory requirements. Mr. Fitzpatrick is the Founder of Vulcan and has been the Chief Executive Officer and Chief Investment Officer of Vulcan since 2007. Prior to founding Vulcan in 2007, Mr. Fitzpatrick was a principal and portfolio manager at Southeastern Asset Management from 1990 to 2007.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(