Fiduciary Management, Inc.
Overview
Fiduciary Management, Inc. (FMI), established in 1980, is an independent money management firm headquartered in Milwaukee, Wisconsin. FMI specializes in value-oriented equity investing strategies, focusing on fundamental research to identify undervalued companies with strong growth potential. As of December 31, 2025, FMI managed approximately $11.6 billion in assets under administration, serving domestic and international institutions, individual investors, and registered investment advisors through separately managed accounts and FMI Mutual Funds. FMI offers a range of mutual funds, including the FMI Common Stock Fund, FMI Large Cap Fund, FMI International Fund, FMI International Fund II - Currency Unhedged, and FMI Global Fund. These funds are designed to provide investors with diversified exposure to various equity markets, employing a value discipline rooted in fundamental analysis. The firm's investment approach emphasizes low turnover and high active share, aiming to deliver superior risk-adjusted returns over the long term. With a commitment to fiduciary excellence, FMI operates with a client-centric approach, prioritizing the financial goals and interests of its investors. The firm's disciplined investment process and focus on quality at a discount have contributed to its reputation as a trusted investment manager in the industry.
Investment Focus
- Accredited Investor
- Investment Horizon: 5+ years
- Risk Tolerance: Moderate to High
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Fiduciary Management, Inc.
What sectors does Fiduciary Management, Inc. invest in?
Fiduciary Management, Inc. invests in Financial Services and Investment Management, and is based in Milwaukee, United States. Fiduciary Management, Inc. is listed as a mutual fund in the ConnectSafely investor database.
What stage does Fiduciary Management, Inc. invest at?
Fiduciary Management, Inc. backs companies at Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Fiduciary Management, Inc. invest in?
Fiduciary Management, Inc. invests across United States and International.
Who are the partners at Fiduciary Management, Inc.?
Team members listed for Fiduciary Management, Inc. include Jonathan Bloom (Chief Investment Officer) and Pat English (CEO, Chief Investment Officer).
What companies has Fiduciary Management, Inc. invested in?
Fiduciary Management, Inc.'s portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and JPMorgan Chase.
How do I contact Fiduciary Management, Inc.?
Fiduciary Management, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database