Bob Mitchell Dailey

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Consumer Services

Profile

Before joining Schwartz Investment Counsel, Inc., in 1993, Mr. Dailey was President of R.G.
Dailey & Co., Inc., a manufacturers’ representative agency.
Prior thereto, he gained ten years experience as a portfolio manager in the Trust Investment Department of Comerica Bank.
Mr. Dailey has a Bachelor of Business Administration from Eastern Michigan University and a Master of Business Administration degree from the University of Michigan.
He is a CFA charterholder and a Chartered Investment Counselor.
He is a member of the CFA Society of Detroit and the CFA Institute.

Former positions of Bob Mitchell Dailey

Companies	Position	End
Comerica Bank (Investment Management Texas) Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica-IM constructs each overlay model’s asset allocation parameters and establishes the percentages for each asset class utilized in the model. They also select the individual investments that are available in each asset class.	Portfolio Manager-Equities	31/12/1992
Schwartz Investment Counsel, Inc. Schwartz Investment Counsel, Inc. Investment ManagersFinance SIC actively manages equity and fixed income portfolios and balanced portfolios. The firm uses fundamental security analysis to identify equity securities that are believed to be selling below their intrinsic value. In selecting stocks and other equity securities, special emphasis is placed on identifying companies with superior business characteristics and managerial integrity, which may include companies that are currently out-of-favor with the market or companies undergoing changes that may significantly enhance shareholder value in the future. SIC generally selects fixed income securities that appear undervalued relative to other securities or securities believed to have a higher potential for credit upgrade.	Portfolio Manager-Equities	-

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Private companies	4
Comerica Bank (Investment Management Texas) Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica-IM constructs each overlay model’s asset allocation parameters and establishes the percentages for each asset class utilized in the model. They also select the individual investments that are available in each asset class.	Finance
Schwartz Investment Counsel, Inc. Schwartz Investment Counsel, Inc. Investment ManagersFinance SIC actively manages equity and fixed income portfolios and balanced portfolios. The firm uses fundamental security analysis to identify equity securities that are believed to be selling below their intrinsic value. In selecting stocks and other equity securities, special emphasis is placed on identifying companies with superior business characteristics and managerial integrity, which may include companies that are currently out-of-favor with the market or companies undergoing changes that may significantly enhance shareholder value in the future. SIC generally selects fixed income securities that appear undervalued relative to other securities or securities believed to have a higher potential for credit upgrade.	Finance
Eastern Michigan University Eastern Michigan University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services