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
|