Fund Inception | 02/03/2004 |
Name of Issuer | Timothy Plan |
Fund Advisor(s) | Timothy Partners Ltd |
Sub-Advisor(s) | Westwood Management Corp |
Fund Managers for TLVCX
Matthew Lockridge
Portfolio Manager since 12/31/2012
Mr. Lockridge is Head of U.S. Value for Westwood. He serves as a Senior Portfolio Manager on the LargeCap Value and SmallCap Value portfolio teams and is responsible for investment research in the Consumer Staples and Consumer Discretionary sectors. Additionally, Mr. Lockridge is a member of the firm’s Operating Committee, Investment Policy Committee and the Consumer/Health Care research group.
Mr. Lockridge began his career at Arthur Andersen, LLP, within their Chicago consulting practice. He served as a Senior Consultant with Deloitte Consulting, LLP, where he assisted clients with various corporate finance and accounting issues. Mr. Lockridge then served as a Managing Director and Partner at Dearborn Partners, LLC, where he was a member of the firm’s Investment Committee and oversaw investments in the Consumer and Industrial sectors.
Mr. Lockridge earned his MBA with a concentration in Finance and Accounting from the University of Chicago Booth School of Business and his BBA in Finance from Southern Methodist University.
Lauren Hill
Portfolio Manager since 08/31/2020
Ms. Hill joined Westwood in 2015 and is a Portfolio Manager on the LargeCap Value and AllCap Value portfolio teams and a Research Analyst specializing in the Consumer Discretionary and Industrials sectors. She is a member of the Consumer/Health Care and Technology/Industrials research groups.
Before joining Westwood, Ms. Hill spent 11 years working in equity research in New York. She served as a Generalist at Northern Border Investments and Cantillon Capital and as a Financials and Utilities Analyst at J.P. Morgan Asset Management. Prior to that, she worked as an Associate on the sell-side at Sanford Bernstein with the No. 1-ranked Consumer Finance Analyst.
Ms. Hill earned her MBA with Honors from Columbia Business School where she participated in the Value Investing Program. She earned her BBA in Finance and Accounting with Honors from Southern Methodist University. Ms. Hill is a CFA charterholder.
Michael Wall
Portfolio Manager since 02/28/2022
Mr. Wall joined Westwood in 2010, after McCarthy Group Advisors, LLC, which he joined in 2004, was acquired by Westwood. He is a Portfolio Manager on the LargeCap Value and AllCap Value portfolio teams and a Research Analyst specializing in REITs, Engineering and Construction and Life Insurance. Mr. Wall is also a member of the Energy/Utilities and Financials research groups.
Mr. Wall began his career at State Street Bank in Kansas City, Missouri, as a Portfolio Accountant and subsequently worked for The SilverStone Group in Omaha, Nebraska, as an Account Manager.
Mr. Wall earned an MBA from the University of Nebraska at Omaha and a BS in Accounting from Concordia University.
Greg Ally
Portfolio Manager since 02/01/2025
Brian Mumbert
Portfolio Manager since 02/01/2025
Arthur Ally
Portfolio Manager since 02/01/2025
Ally is President and Chairman of the Trust, as well as President and 75% shareholder of Covenant Funds. Ally founded and has provided his services to the Timothy Plan continuously since 1994, drawing from over forty years’ experience in the investment industry as an employee of Prudential Bache, Shearson Lehman Brothers and Investment Management & Research.