Established in 1989 and based in Washington, D.C., Marshfield Associates is a value equity money manager with $7.137 billion in assets under management as of June 30, 2024. Marshfield is owned by seven principals who have an average tenure of 25 years and who invest alongside the investors in the Fund. Marshfield actively manages the Fund, determining the composition of the Fund’s portfolio. In addition to managing the Fund, it also provides advisory services to institutional and private investors in separately managed accounts with a strategy similar to that of the Fund.
About Us
Meet Our Team
Elise J. Hoffmann
Principal
A.B., Princeton University
J.D., Yale Law School
Christopher M. Niemczewski
Managing Principal
M.B.A., Columbia University
B.A., Swarthmore College
Marshfield’s approach is consensus-based and highly disciplined, with the objective always being to understand what makes a company and its industry tick.
FINRA’s BrokerCheck
Check the background of Ultimus Fund Distributors, LLC on FINRA’S BrokerCheck
Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax implications and the overall objectives between separately managed accounts and mutual funds before investing. Past performance of the strategy/separately managed accounts is not indicative of future performance of the fund.