Our Address l
Portfolio Manager l
Board of Directors l
Officers l
Investment Advisor l
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Independent Auditors l
Counsel
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| Our Address |
Aegis Value Fund
P.O. Box 2175
Milwaukee, WI 53201-2175
1-800-528-3780
For overnight mail use the following street address:
Aegis Value Fund
803 West Michigan Street, Suite A
Milwaukee, WI 53233-2301
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| Portfolio Manager |
Scott L. Barbee
Scott Barbee serves as Portfolio Manager, Director, and Treasurer to the Aegis Value Fund. He joined Aegis Financial Corporation as a partner in 1997 and led the effort to establish the Aegis Value Fund in 1998. He holds a Bachelor of Science in Mechanical Engineering and a Bachelor of Arts in Economics from Rice University as well as an M.B.A. from The Wharton School at the University of Pennsylvania. Prior to joining Aegis Financial Corporation, he worked as a securities analyst at Donald Smith & Company and as an analyst and broker with Simmons & Company.
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| Board of Directors |
Scott L. Barbee
David A. Giannini
David Giannini has served as Director of the Fund since 2006. He has engaged in institutional equity sales and research with the firm Scarsdale Equities since 2006. He engaged in institutional equity sales and research with Sanders Morris Harris from 1997-2006.
Eskander Matta
Eskander Matta has served as a Director of the Fund since 1997. He is currently Senior Vice President of Enterprise Internet Services at Wells, Fargo & Co. since 2002. He served as Director of Strategic Consulting with Cordiant Communications from 2001-2002 and Director of Strategic Consulting with Organic, Inc. from 1999-2001.
V. Scott Soler
Scott Soler has served as a Director of the Fund since 2007. He is currently Managing Director of Quantum Energy Partners, since 2006. He served as Research Analyst and Managing Director of Morgan Stanley from 1996-2006. He also serves as a director of Action Energy, Inc., a Canadian energy company.
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| Officers |
Scott L. Barbee, President
Sarah Q. Zhang, Treasurer and Secretary
Sarah Q. Zhang, Chief Compliance Officer
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| Investment Advisor |
Aegis Financial Corporation
1100 North Glebe Road, Suite 1040
Arlington, Virginia 22201
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| Custodian |
UMB Bank, n.a.
928 Grand Boulevard
Kansas City, Missouri 64106
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| Independent Auditors |
Briggs, Bunting & Dougherty, LLP
Two Penn Center Plaza, Suite 820
Philadelphia, Pennsylvania 19102-1732
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| Counsel |
Seward & Kissel, LLP
1200 G Street, N.W.
Washington, D.C. 20005
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