Michael is CIO and Portfolio Manager for all equity portfolios with Perritt Capital Management and The Perritt Funds. Perritt Capital Management first employed Mr. Corbett in 1990 as a research analyst. He assumed portfolio management responsibilities in 1996. In late 1999, Mr. Corbett became president and lead-manager of the Perritt MicroCap Opportunities Fund (PRCGX). He became portfolio manager of the Perritt Ultra MicroCap Fund (PREOX) at its inception in 2004 and the Perritt Low Priced Stock Fund (PLOWX) at its inception in 2012. He is an Investment Advisor Representative. Mr. Corbett’s insight regarding small company investing has been sought after by a variety of financial media outlets, including CNBC and The New York Times. He was a member of the Joliet Diocese Endowment Fund Board, the St. Mary Gostyn Finance Committee, and the St. Mary Gostyn School Board.
Kathryn Schutz joined Perritt Capital Management in 2018. Kathryn has more than 25 years of micro-cap and small-cap investing experience, most recently at Bard Associates in Chicago. She is an Investment Advisor Representative. She received her B.A. from Lake Forest College. Kathryn also serves on the Board of Directors for Big Shoulders Fund.
Matthew joined Perritt Capital Management in 2004. As portfolio manager for the Perritt Ultra MicroCap Fund, Matt is actively involved in idea generation and company research. Matt also serves as an equity analyst for the Perritt MicroCap Opportunities Fund and Perritt Low Priced Stock Fund. As Director of Trading, Matt is responsible for overseeing the firm’s trading desk, which includes overseeing all trading activity for advisor clients, keeping and maintaining trading records, arranging and managing relationships with sell-side brokerage firms, and serving as the liaison between the advisor and the advisor’s client custodians. He is an Investment Advisor Representative. He received his B.B.A. in Finance from the University of Iowa in 2004. Matt has been awarded a CFA charter and is a member of the CFA Institute and the CFA Society of Chicago.
George joined Perritt Capital Management in 2005. As portfolio manager for the Perritt MicroCap Opportunities Fund, George is actively involved in idea generation and company research. George also serves as an equity analyst for the Perritt Low Priced Stock Fund and Perritt Ultra MicroCap Fund. He is an Investment Advisor Representative. He received his B.S. in Finance from DePaul University in 2005. George has been awarded a CFA charter and is a member of the CFA Institute and the CFA Society of Chicago. He is also a member of the Chicago Council on Global Affairs.
Mahmoud joined Perritt Capital Management in 2014. As Equity Analyst for the Perritt Funds, he is actively involved in idea generation and company research. He is working closely with the CIO and Head of Research providing them with in-depth research on assigned companies and industries. Prior to joining Perritt Capital Management, Mahmoud served as VP of Finance for DePaul University’s MBA Association. He has a bachelor’s degree in Business Administration and got his MBA with a concentration in Finance from DePaul University in 2014.
Mark joined Perritt Capital in 2004. He develops new opportunities for Mutual Fund and Separate Account distribution within the advisor and broker/dealer channels, institutional channels, 401k marketplace, and among high net worth individuals. Mark has extensive experience raising and managing assets of high net worth individuals and is deeply engaged in client services. He is an Investment Advisor Representative. During Mark’s twenty-plus years of experience in the investment industry, he has worked at a variety of investment firms, including Thomson McKinnon, Lehman Brothers, and Paine Weber.
Diane joined Perritt Capital Management in 2015. Diane works in all areas of client engagement, including development and service of new and existing relationships. She is also responsible for managing the firm’s marketing and social media efforts. During Diane’s twenty-plus years of experience in the investment industry, she has worked at a variety of investment firms, including Yacktman Asset Management, Kemper Corporation, LPL Financial, and Neuberger Berman. She is also a member of the St. Francis Religious Education Advisory Board.
Lynn Burmeister joined Perritt Capital Management in 2009 and serves as Chief Compliance Officer to the Advisor and the Perritt Funds. As CCO, Mrs. Burmeister oversees all regulatory matters for the firm and funds and acts as liaison to fund council. As Secretary of the Perritt Funds, she coordinates the administration of corporate documents and records. Lynn has been in the financial industry since 1980. Her experience includes work at Harris Associates, Inc., Gofen & Glossberg, and Optimum Investments.
Lynn is an Investment Adviser Certified Compliance Professional (IACCP).
Mark joined Perritt Capital Management in 2012 and has more than 25 years of corporate experience. As CFO, Mark is responsible for accounting, administration, taxes, and safeguarding corporate assets, as well as managing the overall strategic direction of the firm. Prior to joining Perritt, Mark held senior financial positions with large international companies, including CenturyLink Communications, Ernst and Young, and Ameritech. He received his B.S in accounting and his M.B.A from DePaul University. Mark earned his CPA in 1983.
Dr. Perritt founded Perritt Capital Management, Inc. in 1987. Dr. Perritt received a B.S. in mathematics from Ohio University, his M.B.A. from Xavier University and a Doctorate in Business Administration from the University of Kentucky. After a 10-year college teaching career, Dr. Perritt became the first executive director of the American Association of Individual Investors (“AAII”) and editor of the AAII Journal in 1981. He resigned his position with AAII in 1983 to start his own company, Investment Information Services, Inc. (“IIS”), a financial newsletter publishing company focused on small company investing. In 1987 he founded Perritt Capital Management, Inc. A former Forbes columnist, Dr. Perritt is also the author of several investment books and letters including The Mutual Fund Encyclopedia, Small Stocks, Big Profits, Investment Horizons and The Mutual Fund Letter.
Dianne Click has served on the board of the MicroCap Opportunities Fund since 1995 and on the board of the Ultra MicroCap Fund and Low Priced Stock Fund since inception. Ms. Click is a licensed Real Estate Broker in the State Of Montana. She has been a partner and a principal owner of a real estate sales company, Bozeman Broker Group, since April 2004. She has been licensed in the state of Montana since 1995. Dianne C. Click’s experience as a partner and principal owner of a real estate sales company has provided her with a firm understanding of financial statements and the issues that confront businesses, enabling her to provide the Board of Directors valuable input and oversight.
David Maglich has served on the board of the MicroCap Opportunities Fund since 1989 and on the board of the Ultra MicroCap Fund and Low Priced Stock Fund since inception. Mr. Maglich is a shareholder with the law firm of Fergeson, Skipper et al. in Sarasota, FL. He has been employed with Fergeson, Skipper et. al. since April 1989. As a partner in a law firm, David S. Maglich has extensive experience working with regulated industries, and a deep understanding of financial statements, making him a valuable source of information and insight.
Fund managers named to the Barron’s list of the industry’s Top 100 have consistently outperformed their peers. The Barron’s/Value Line annual rankings system awards points to managers who generate more stable returns and subtracts points from funds deemed to volatile. Value Line first screens out those Funds with more than two lead managers and managers with less than three years’ tenure. The remaining funds are then organized by investment objective, and then sector funds and those with less than $200 million in assets are eliminated. The Barron’s Value/Line Survey was discontinued after 2007.
Chartered Financial Analyst (CFA)® is a professional designation given by the CFA® Institute (formerly AIMR) that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis. The CFA® charter is one of the most respected designations in finance, considered by many to be the gold standard in the field of investment analysis.
CFP® and Certified Financial Planner™ marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements. Those wanting to become a CFP® professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. Attaining the CFP® designation takes experience and a substantial amount of work. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Investment Adviser Certified Compliance Professional (IACCP)®, is a designation granted by the NRS Investment Adviser Certified Compliance Professional® (IACCP®) program, co-sponsored by the Investment Adviser Association (IAA). The designation is awarded to individuals who complete a program of study, pass a certifying examination, and meet work experience, ethics and continuing education requirements.