Schwartz Investment Trust has announced a significant update regarding the management of its Ave Maria Rising Dividend Fund. Effective October 31, 2026, Timothy S. Schwartz, CFA, will serve as the lead portfolio manager, while Ryan M. Kuyawa, CFA, will join him as co-portfolio manager. This change is aimed at enhancing the fund's management and investment strategy.

The update is crucial for Schwartz Investment Trust as it seeks to improve its fund performance and align with investor expectations. By appointing experienced portfolio managers, the firm aims to bolster investor confidence and potentially attract new investments.

Background

Schwartz Investment Trust, incorporated in Ohio, is an investment entity that offers various mutual funds, including the Ave Maria series of funds. The firm focuses on providing investment solutions that align with specific values and objectives. The recent filing on November 5, 2026, is part of a series of updates that the company has made throughout the year, including other filings on October 26 and September 24.

What the Filing Says

The recent filing serves as a supplement to the Statement of Additional Information dated April 30, 2026. It supersedes previous supplements from September 24, 2026, and October 26, 2026. The filing states, "Effective October 31, 2026, the Ave Maria Rising Dividend Fund is managed by Timothy S. Schwartz, CFA, as lead portfolio manager, and Ryan M. Kuyawa, CFA, as co-portfolio manager." This change reflects a strategic move to enhance the fund's management.

Impact

This management update may affect current and potential investors in the Ave Maria Rising Dividend Fund, as well as other funds managed by Schwartz Investment Trust. The new management structure is likely to influence the fund's performance and investment strategies, which could attract more investors looking for effective management.

What's Next

The filing does not say what happens next. However, investors will be keen to see how the new management team impacts the fund's performance in the coming months.