SOURCE: Hepburn Capital Management LLC

November 24, 2008 09:00 ET

Hepburn Capital Management Launches Flagship Mutual Fund -- The Kids Fund® (Ticker: KIDSX)

New Mutual Fund Seeks to Create a Legacy of Savings for Young Investors and Provide an Important Investment Education Tool for Parents and Grandparents

PRESCOTT, AZ--(Marketwire - November 24, 2008) - Hepburn Capital Management LLC, a Registered Investment Advisor, announced today the launch of its first open-end mutual fund, available to the public, The Kids Fund® (Ticker: KIDSX). The Fund is designed to be a tool for parents seeking to educate their children on the virtues of investing by allowing them to "take ownership" in companies that they already know and love -- many of which provide products affecting their daily lives.

"We are thrilled to have the opportunity to introduce the first mutual fund catering specifically to children and the companies that cater to their demographic," said Will Hepburn, President and Chief Investment Officer of Hepburn Capital Management and portfolio manager of The Kids Fund. The youth savings segment of the investment industry is a more than $100 billion market and is currently dominated by bank savings accounts and US Government Savings Bonds. "We hope that this fund will become an important tool for parents and grandparents who want to teach their children about the fundamentals of investing."

The core holdings of the Fund will be equities of companies whose products appeal to children and young adults and are intended to be held long term, such as Foot Locker, Smucker's, Apple and Wendy's. The companies in the Fund's core list of holdings will also undergo a social screening process so as to eliminate companies that receive significant revenues from tobacco or alcohol, weapons or gaming. The Fund will be managed with a low-risk style designed to deliver consistent returns while pursuing growth of capital.

"Our hope is to engage children in the investing process from a young age, setting them up with an understanding of the importance of saving for, and investing in, their future," added Hepburn. "We want to make this a fun experience for both the children and their parents. Young investors can look at the shoes that they are wearing, or the breakfast that they are eating, and say, 'I own a part of that!'" The Kids Fund website, www.TheKidsFund.com, has tools and educational resources for both young savers and their parents that create a practical learning experience.

Kids Fund accounts will have a minimum initial investment of $1,000. To obtain a prospectus for The Kids Fund, call 1-888-543-7879 or visit www.TheKidsFund.com/.

To request more information about the Kids Fund, or to speak with Will Hepburn directly, please contact Melinda Staab at 973-400-1341 or melinda@jcpublicrelations.com.

About Hepburn Capital Management (www.hepburncapital.com)

Based in Prescott, AZ, Hepburn Capital Management is a Registered Investment Advisor offering low risk investment strategies for institutions and investors nationwide. In 1994, founder and President Will Hepburn began developing his Adaptive Market Strategies® for investment selection which allows him to use proprietary computer models to spot stocks with superior risk/reward relationships.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund. This and other important information about the The Kids Fund is contained in the prospectus, which can be obtained by calling 1-888-549-7879. The prospectus should be read carefully before investing. The Fund is distributed by Northern Lights Distributors, LLC member FINRA/SIPC.

1185-NLD-11/21/2008

Contact Information

  • CONTACT:
    Melinda Staab
    JC Public Relations, Inc.
    (973) 400-1341
    Email Contact