Close

Advisor Information for FMIMX

Fund Inception12/18/1981
Name of IssuerFMI Funds
Fund Advisor(s)Fiduciary Management Inc
Sub-Advisor(s)--

Fund Managers for FMIMX

Patrick English
Portfolio Manager since 10/01/1997
Patrick J. English, CFA, joined Fiduciary in 1986. He is the Executive Chairman and Co-Chief Investment Officer. He is also a partner and member of the Portfolio Management Committee. Pat works with the firm’s analysts in vetting new research ideas. Prior to joining FMI, Pat was a research analyst with Dodge & Cox (1985-1986). Pat received a BA degree from Stanford University. He is a member of the CFA Society of Milwaukee and has earned the right to use the Chartered Financial Analyst designation.
John Brandser
Portfolio Manager since 01/30/2009
Mr. Brandser joined Fiduciary Management, Inc. in 1995. He is the President and Chief Executive Officer. He is also a partner and member of the Portfolio Management Committee. Prior to joining FMI, John was an officer with Marshall & Ilsley Corporation (1985-1995). He received a BA degree from the University of Minnesota-Duluth.
Robert Helf
Portfolio Manager since 01/30/2009
Mr. Helf joined Fiduciary Management, Inc. in 1998. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. Prior to joining Fiduciary, Mr. Helf was a research analyst with Robert W. Baird (1990-1992) and then Everen Securities (1994-1997). Mr. Helf received a BS degree from the University of Southern California and an MS degree from the University of Wisconsin-Applied Securities Program. He is a member of the CFA Society of Milwaukee, and he has earned the right to use the Chartered Financial Analyst designation.
Jonathan Bloom
Portfolio Manager since 01/31/2011
Jonathan T. Bloom, CFA, joined Fiduciary Management, Inc. in 2010. He serves as Co-Chief Investment Officer and is a partner at the firm. Jonathan works with the firm’s analysts on vetting new research ideas. He is a partner and member of the firm’s Portfolio Management Committee. Jonathan received a BA degree from Brown University and an MBA from Columbia Business School. He is a member of the CFA Society of Milwaukee and has earned the right to use the Chartered Financial Analyst designation.
Matthew Sullivan
Portfolio Manager since 01/31/2014
Mr. Sullivan joined Fiduciary Management, Inc. full time in 2013. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. Mr. Sullivan worked during the summer of 2012 as a research intern at FMI, and joined the team permanently after completing his BA degree from Brown University. He is a member of the CFA Society of Milwaukee, and he has earned the right to use the Chartered Financial Analyst designation.
Jordan Teschendorf
Portfolio Manager since 05/31/2016
Mr. Teschendorf joined Fiduciary Management, Inc. full time in 2015. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. He worked during the summer of 2014 as a research intern at Heartland Advisors, and joined the FMI team permanently after receiving a BBA degree from the University of Wisconsin and an MS degree from the University of Wisconsin-Applied Securities Program. He is a member of the CFA Society of Milwaukee, and he has earned the right to use the Chartered Financial Analyst designation.
Benjamin Karek
Portfolio Manager since 01/31/2018
Mr. Karek joined Fiduciary Management, Inc. full time in 2017. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. Prior to joining Fiduciary, Mr. Karek earned a BA from the University of Michigan, and was a US Army officer, earning the bronze star medal for meritorious service in combat. Mr. Karek worked during the summer of 2016 as a research intern at FMI, and joined the team permanently after completing his MBA degree from Columbia Business School. Mr. Karek is a CFA level III candidate.
Dain Tofson
Portfolio Manager since 09/09/2019
Dain C. Tofson, CFA®, has been employed by Fiduciary Management since July 2019 as a Research Analyst, and prior to his employment Mr. Tofson was a member of Artisan Partners Global Value Equity Team from 2017 – 2019, worked at Institutional Capital LLC from 2014 – 2017, and attended the Booth School of Business at the University of Chicago.
Jake Strole
Portfolio Manager since 01/31/2025
Mr. Strole joined Fiduciary Management, Inc. in 2024. He is a member of the firm’s Portfolio Management Committee and is primarily responsible for equity research covering a wide range of industries. Prior to joining FMI, Jake was a senior equity analyst for the State of Wisconsin Investment Board (2019-2024). Prior to that, he was an equity analyst covering healthcare for Morningstar (2017-2019). He began his career as an equity and convertibles analyst at Calamos Investments (2015-2017). Jake received a BBA degree from the University of Wisconsin and an MS degree from the University of Wisconsin’s Applied Security Analysis Program. He is a member of the CFA Society of Milwaukee and has earned the right to use the Chartered Financial Analyst designation.