Adams Funds
Celebrating 90 Years
Stevie Award logo
 
  • 90th Anniversary
  • Letter from our CEO
  • Lessons Learned
  • Through the Years
  • Our Investors
90th Anniversary
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  • Letter from our CEO
  • Lessons Learned
  • Through the Years
  • Our Investors
$177M

Size of Adams Funds in 1929

Letter from Our CEO

Adams Funds is celebrating 90 years of trading as a closed-end fund on the NYSE. Mark Stoeckle looks back at the history of our funds and the principles that have allowed us to deliver consistent returns for close to a century.

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1929

Inception date

$2.4B

Size of Adams Funds in 2019

Lessons Learned Over 90 Years

As one of less than a dozen funds to survive the Great Depression, Adams Funds has a unique perspective on real-world investing. Through booms and recessions, we’ve both survived and thrived. Here are a few things we have learned through the years.

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Fewer than
12

Funds that have
survived 90+ years

80+

Consecutive years Adams Funds has paid dividends

Through the Years

A lot of things can happen over 90 years. Let’s look back at some of the most significant developments for Adams Funds, the financial industry, and the world.

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Our Investors

Did you know that some shareholders have been investors in Adams Funds for 5 generations – and counting? Here are some stories from our investors and employees over the years.

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Merlyn K.
70+

Years Invested
in Adams Funds

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