legacy image

our legacy

Date Event
1980 Schwartz Investment Counsel, Inc. is founded
January 1, 1984 Schwartz Value Fund is launched
1995 "Shareholder Rebellion" by George P. Schwartz published
December 2001 Firm passes $300 million in assets under management
December 2005 Firm exceeds $500 million in assets under management
March 2010 "Good Returns" by George P. Schwartz published
August 2011 Schwartz Investment Counsel, Inc. opens Ave Maria, Florida office
March 2012 Firm exceeds $1 billion in assets under management
June 2013 Schwartz Investment Counsel, Inc. opens Plymouth, Michigan office
December 2013 Firm exceeds $1.5 billion in assets under management
April 2016 Schwartz Value Fund renamed Schwartz Value Focused Fund
March 2017 Firm exceeds $2 billion in assets under management
January 2019 "In God We Trust" by George P. Schwartz published
June 2021 Firm exceeds $3 billion in assets under management