Investment Process

iStock_000006738299-stratThe Fund Investment Philosophy and Process

The Fund seeks to employ a highly disciplined Value-oriented philosophy rooted in the precepts of Graham and Dodd. We believe that Value can be found across the spectrum of the economy, so we will “go anywhere for value.”

The Fund is actively managed according to an Opportunistic Value discipline which seeks to identify strong businesses trading at compelling prices, rather than just finding the statistically cheapest stocks. Our process involves rigorous quantitative screening and then arduous qualitative research.

 

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