Fiduciary Management, Inc.
Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Fixed Income (Debt and Bonds), Equity
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout
Geographical Focus
United States, International
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Industrials
- Real Estate
- Materials
- Telecommunications
- Utilities
- Consumer Services
- Basic Materials
- Consumer Non-Durables
- Financials
- Technology Hardware & Equipment
Investment Size:
10,000,000 to 500,000,000 USD
Investor Details Founded: 1980
Fiduciary Management, Inc. (FMI), established in 1980, is an independent money management firm based in Milwaukee, Wisconsin. The firm specializes in value-oriented equity and fixed-income investments, managing assets for domestic and international institutions, individual investors, and Registered Investment Advisors through separately managed accounts and mutual funds. As of September 30, 2025, FMI had approximately $12.7 billion in assets under administration and $12.5 billion in assets under management.
FMI's investment strategies are rooted in fundamental research, applying a value discipline across various equity strategies, including Small Cap, Large Cap, All Cap, International, Global, and Focused Global Equity. The firm also offers mutual funds such as the FMI Common Stock Fund, FMI Large Cap Fund, FMI International Fund, FMI International Fund II - Currency Unhedged, and FMI Global Fund. FMI's approach emphasizes a focused, research-driven methodology to identify undervalued investment opportunities.
The firm's leadership includes Patrick J. English, CFA, Partner and Executive Chairman; Jonathan T. Bloom, CFA, Partner and Chief Investment Officer; and John S. Brandser, Partner, President, and CEO. FMI's team is committed to delivering value-oriented investment solutions, leveraging their extensive experience and research capabilities to serve a diverse client base effectively.
Requirements
- Accredited investors for mutual funds
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
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Portfolio Companies
- FMI International Equity - Unhedged Composite
- FMI Focused Global Equity Composite
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