Balmoral Funds

R.H. Sheppard Co., Inc. specializes in designing and manufacturing engineered products primarily for the truck, bus, rail, construction, military, and recreational vehicle sectors. Established in 1937 and headquartered in Hanover, Pennsylvania, with an additional office in Wytheville, Virginia, the company produces a variety of products including heavy-duty power steering gears and assemblies, remanufactured power steering units, axle sway bars, and high-pressure hydraulic pumps. Additionally, R.H. Sheppard provides steering wheels, columns, intermediate shafts, gears, pitman arms, and draglinks. The company also offers services such as steering system design, foundry services, iron castings, and heat-treating of ferrous metal components. Its products are distributed through a network of dealers and service technicians, and as of June 2020, it operates as a subsidiary of Bendix Commercial Vehicle Systems LLC.

Xirgo Technologies is a provider of advanced wireless IoT communication devices and platforms. The company specializes in offering telematics modules that support various applications, including fleet management, asset tracking, and usage-based driving. Xirgo's solutions are designed to enhance operational efficiencies for clients in sectors such as transportation and heavy equipment. By delivering high-value M2M communication platforms, Xirgo enables its customers to rapidly develop and implement differentiated solutions that meet the needs of their markets and stakeholders. The company's innovative approach facilitates significant time-to-market advantages, allowing clients to concentrate on their core strengths while improving overall performance.

DWFritz Automation, Inc. is a manufacturer and designer of advanced automation, metrology, and inspection solutions tailored for high-volume manufacturing. Established in 1973 and headquartered in Wilsonville, Oregon, with an additional facility in Shanghai, China, the company specializes in creating engineered-to-order automation systems and high-speed, non-contact metrology products. Its offerings include the AMP 3100 for small part inspection, a defect detection system for identifying surface imperfections, and ZeroTouch for parts inspection. DWFritz serves a diverse range of industries, including consumer electronics, medical devices, aerospace, precision manufacturing, energy storage, semiconductors, and automotive. The company's focus on developing innovative solutions enables its clients to address complex manufacturing challenges efficiently.

Trecora Resources is a manufacturer specializing in specialty petrochemical products and synthetic waxes. The company's product offerings include high purity hydrocarbons and various petroleum-based products such as isopentane, normal pentane, isohexane, and hexane. Additionally, Trecora produces specialty polyethylene and poly alpha olefin waxes. The company also provides custom processing services to meet specific customer needs. Most of its revenue is generated from the specialty petrochemical segment, and it primarily operates within the United States.

Resco Products, Inc. is a manufacturer of refractory products serving various industries both in the United States and internationally. Founded in 1946 and headquartered in Pittsburgh, Pennsylvania, the company designs and produces a wide range of products including additives, bricks, caulks, clays, and minerals, as well as extruded shapes, liquids, monolithic products, mortars, precast shapes, and pressed shapes. Resco's offerings are vital for sectors such as aluminum, cement, glass, petrochemicals, steel, lime, and power generation. The company also provides private labeling and specialized refractory engineering, research, and development services. With manufacturing facilities located across several states in the U.S., as well as in Canada and the United Kingdom, Resco Products is positioned to deliver value-added solutions that enhance operational efficiency and reduce downtime for its clients.

Epsilyte LLC, established in 2020 and headquartered in Peru, Illinois, specializes in the production of advanced materials, particularly expandable polystyrene resins. These materials are primarily used in energy-efficient building insulation, packaging, and safety equipment. The company's products aim to reduce energy consumption in buildings, ensure food safety through innovative packaging technologies, protect lives with high-impact technology in safety helmets, and safeguard perishable shipments such as vaccines. Epsilyte also engages in infrastructure investments both domestically and internationally.

KP Aviation, Inc. is a supplier of commercial jet engine and aircraft components, catering to various sectors within the aviation industry, including airlines, maintenance, repair, and overhaul (MRO) services, investment and leasing companies, and aftermarket suppliers. Established in 2001 and headquartered in Reno, Nevada, the company maintains a substantial inventory of aircraft components and offers a comprehensive suite of services. These include engine and aircraft sales and leasing, component exchange solutions, consignment of aviation components, salvage materials solutions, and AOG (Aircraft on Ground) service. KP Aviation is recognized for its advanced technology solutions and professional expertise in quality control, technical evaluation, and aviation asset management, enabling clients to obtain tailored products that meet their specific needs in the fixed-wing aviation marketplace.

LifePort, Inc. specializes in the design and manufacture of customized interior solutions for fixed and rotary-wing aircraft, serving both military and commercial sectors globally. Founded in 1990 and based in Woodland, Washington, the company provides a range of products including stacking litters, stretchers, advanced life support systems, cabinetry, flooring, operator consoles, powered loading systems, seating, ballistic protection, transparent armor, and other essential components. LifePort caters to various segments such as air medical and executive aviation, offering lightweight ballistic protection systems, customized mission seating, command and control consoles, and other engineered components tailored for both civil and military applications.

VESTA provides general contractor services, delivering modular buildings from simple offices to multi-story developments. The compan focuses on providing modular building solutions that would change the way people thought about the building process. Developed by a management team that has years of experience and truly understands the modular building process, VESTA brings a professional approach and unique perspective to its projects utilizing a greener, faster, and smarter way of building.

MOOYAH Burgers, Fries & Shakes is a fast-casual restaurant chain headquartered in Plano, Texas, specializing in made-to-order burgers, hand-cut fries, and real ice cream shakes. The company primarily uses fresh ingredients, offering Certified Angus Beef, all-natural turkey burgers, and black bean veggie burgers, with buns baked in-house daily. MOOYAH emphasizes quality by utilizing real cheeses and garden-fresh vegetables for their toppings. The franchise has established a presence in various states, including California, Connecticut, Tennessee, and Texas. In addition to its food offerings, MOOYAH has developed a loyalty program through the MOOYAH Rewards App, which enhances the guest experience with features like online ordering. The company has received industry recognition, including rankings in Fast Casual Magazine's annual Top 100 Movers & Shakers and accolades from Franchiserankings.com for its franchise performance.

Silver Aero is an Aerospace aftermarket firm that sell and lease aircraft engines, air-frames and their associated parts.

Enesco is a prominent global company specializing in the giftware and home and garden décor sectors. The company designs, manufactures, markets, and distributes a diverse range of products, including contemporary gifts, home accessories, jewelry, and personalized merchandise. Enesco serves a wide array of customers, including large department store chains, mass market channels, online retailers, home décor boutiques, and specialty card and gift retailers. Its offerings cater to various occasions and recipients, making it a key player in the celebration of life's moments.

Concurrent Manufacturing Solutions, LLC is a Doral, Florida-based company founded in 2006, specializing in electronic contract manufacturing services for original equipment manufacturers. The company serves a diverse range of industries, including telecommunications, industrial, energy, defense, and aerospace, providing integrated solutions such as cable assembly, PCB assembly, electro-mechanical assemblies, and metal fabrication. With an established customer base that includes Fortune 500 companies, Concurrent Manufacturing Solutions has built strong, long-term relationships, reflecting their commitment to quality and customer satisfaction. The company emphasizes production engineering expertise and flexible manufacturing capabilities, enabling them to deliver low-to-medium volume production of complex electro-mechanical products and systems. Their comprehensive services are designed to enhance customer engagement and reduce total landed costs, ensuring that they contribute to their clients' success from initial prototype production through end-of-life support.

Dispatch Transportation Inc., founded in 1953 and based in Fontana, California, specializes in dump truck and dirt hauling services primarily for the construction and aggregate industries across California and parts of Nevada. The company serves customers in key regions including Los Angeles, Orange County, San Bernardino, Riverside, and Palm Springs. Dispatch Transportation offers a range of services that encompass truck rentals, equipment leasing, site loading, and transportation, facilitating efficient logistics between loading and dumping sites. Known for its commitment to quality, the company provides market-competitive pricing to meet the diverse needs of its clients.

Bennington Marine is a manufacturer of luxury pontoon boats based in Elkhart, Indiana. Established 15 years ago, the company specializes in designing and producing family-friendly performance boats that are known for their superior fit, finish, comfort, and aesthetic appeal. It holds a dominant position in the middle- to high-end segments of the North American pontoon market. In addition to its flagship brand, Bennington, the company also produces boats under the brands Godfrey Pontoon Boats, Hurricane, and Rinker, catering to the diverse needs of fishing and boating enthusiasts across the United States and Canada.

Interstate Southwest is a manufacturer of large components for automobile, aerospace and oil field industries.

Tara Technologies is an aerospace component manufacturing firm specializing in the design, testing, and production of precision components and sub-assemblies primarily for the semiconductor industry. The company offers a range of products, including chamber sub-systems like heater pedestals and PVD electro-static chucks, as well as process kit components and RF matches and power supplies. Additionally, Tara Technologies manufactures precision components such as welded metal bellows and assemblies. Its diverse client base extends beyond semiconductors to include sectors such as medical, military, energy, and aerospace, underscoring its capability to cater to various high-tech industries.