Corporate Values

Value Investing

Our success is based on the enduring adherence to these three concepts:

• Application of sound value investing principles
• Implementation of a methodical and disciplined evaluation process
• Utilization of our investment experience and research skills for the benefit of our clients and the development of long-term relationships

Our commitment to these tenets remains as strong today as it was when our company was founded.

Our focus is squarely on value investing, research and the investment process. Our aim is not to be the biggest in the field, but among the best. This differentiates us from many industry participants whose organizations gravitate to becoming marketing-driven, as opposed to performance-driven entities.

Client Service

Our firm’s commitment of time and individual attention to clients has remained consistent over four decades. Our experienced, professional staff recognizes and understands the challenges of creating and managing wealth for our clients. Whether it is formalizing a financial strategy tailored to each client’s unique circumstance, constructing a value-based investment portfolio or accommodating a special request, our goal is to provide unparalleled service. We believe that successful relationships are built on clear communication, trust and the fulfillment of each client’s investment objective.

Although headquartered in southeastern Pennsylvania, The Killen Group’s clients are located in most regions of the United States and shareholders of The Berwyn Funds are broadly dispersed nationwide. Regardless of geographical location, modern technology allows us to service our clients effectively.