Disclosures

Important legal information and disclaimers regarding the Wisconsin Value Fund.

Last updated: February 5, 2026

Educational Purpose

The Wisconsin Value Fund is partnership with Dana Investment Advisors where student-managed educational investment funds operated in the Investment Management Certificate Program at the University of Wisconsin–Milwaukee Lubar College of Business serve as models. The fund's primary purpose is to provide students with hands-on experience in investments and related areas. The fund operates under faculty supervision as part of the University's finance curriculum.


Not Investment Advice

The content on this website is provided for informational and educational purposes only. Nothing on this website constitutes investment advice, financial advice, trading advice, or any other type of advice, and you should not treat any of the website's content as such. The Wisconsin Value Fund does not recommend that any securities should be bought, sold, or held by you.


No Offer or Solicitation

The information provided on this website does not constitute an offer or solicitation to buy or sell securities or other financial instruments in any jurisdiction. Nothing on this website is intended to be, and should not be considered, a solicitation for the purchase or sale of any security or financial instrument.


Accuracy and No Warranties

While we strive to ensure the accuracy of the information presented, we make no representations or warranties, express or implied, regarding the accuracy, reliability, completeness, or timeliness of any information on this website. The Wisconsin Value Fund shall not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use.


Forward-Looking Statements and Risks

Any forward-looking statements or projections discussed are subject to risks and uncertainties. Actual results may differ materially from those anticipated. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.


Conflicts of Interest

Students and faculty associated with the Wisconsin Value Fund may have personal investments in securities that may be discussed or analyzed as part of the educational program. Such holdings are managed in accordance with university policies.


Third-Party Information

This website may contain links to third-party websites or references to third-party information. We do not control and are not responsible for the content, privacy policies, or practices of any third-party sites or services.


Contact

If you have any questions regarding these disclosures, please contact us through the Contact page on this website.

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Wisconsin Value Fund

A student-managed investment fund at the University of Wisconsin-Milwaukee.

The Wisconsin Value Fund is not a legal fund or investment company. It is an investment strategy. Information on this site is for informational purposes only and is not investment advice or an offer to sell or a solicitation to buy any security. The strategy may be made available to suitable investors.

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© 2026 Wisconsin Value Fund - University of Wisconsin-Milwaukee

Disclosures