Category Archives: Funds

Huber Equity Income (HULIX) – April 2014

Objective and strategy The Fund is pursuing both current income and capital appreciation. They typically invest in 40 of the 1000 largest domestic large cap stocks. It normally invests in stocks with high cash dividends or payout yields relative to the market but can buy non-payers if they have growth potential unrecognized by the market […]

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Evermore Global Value (EVGBX) – April 2014

  This is an update of our profile from April 2011.  The original profile is still available. Objective and Strategy Evermore Global Value Fund seeks capital appreciation by investing in a global portfolio of 30-40 securities. Their focus is on micro to mid-cap. They’re willing “to dabble” in larger cap names, but it’s not their […]

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April 2014, Funds in Registration

AR Capital International Real Estate Income Fund AR Capital International Real Estate Income Fund, Advisor shares, will pursue current income with the potential for capital appreciation by investing in income producing securities related to the real estate industry.  “International” actually means “global,” since they expect “at least” 40% non-US and even that will be mostly achieved […]

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Poplar Forest Partners Fund (PFPFX) – April 2014

Objective and strategy The Fund seeks to deliver superior, risk-adjusted returns over full market cycles by investing primarily in a compact portfolio of domestic mid- to large-cap stocks. They invest in between 25-35 stocks. They’re fundamental investors who assess the quality of the underlying business and then its valuation. Factors they consider in that assessment […]

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Walthausen Select Value (WSVRX) – April 2014

  This is an update of our profile from September 2011.  The original profile is still available. Objective The Fund pursues long-term capital appreciation by investing primarily in common stocks of small and mid-cap companies, those with market caps under $5 billion. The Fund typically invests in 40 to 50 companies. The manager reserves the […]

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RiverPark/Gargoyle Hedged Value (RGHVX) – March 2014

Objective and strategy RiverPark/Gargoyle Hedged Value seeks long-term capital appreciation while exposing investors to less risk than broad stock market indices. The strategy is to hold a diversified portfolio mid- to large-cap value stocks, mostly domestic, and to hedge part of the stock market risk by selling a blend of index call options. In theory, […]

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Guinness Atkinson Inflation Managed Dividend (GAINX) – March, 2014

Objective and Strategy Guinness Atkinson Inflation Managed Dividend seeks consistent dividend growth at a rate greater than the rate of inflation by investing in a global portfolio of about 30 dividend paying stocks. Stocks in the portfolio have survived four screens, one for business quality and three for valuation. They are: They first identify dividend-paying […]

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Intrepid Income (ICMUX) – March, 2014

Objective and strategy The fund is pursuing both high current income and capital appreciation. The fund primarily invests in shorter-term high-yield corporate bonds, bank debt, convertibles and U.S. government securities. They have the option of buying a wider array of income-producing securities, including investment-grade debt, dividend-paying common or preferred stock. It shifts between security types […]

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Driehaus Emerging Markets Small Cap Growth Fund (DRESX) – March, 2014

Objective and strategy Driehaus Emerging Markets Small Cap Growth Fund seeks superior risk-adjusted returns over full market cycles relative to those of the MSCI Emerging Markets Small Cap Index. The managers combine about 100 small cap names with an actively-managed portfolio hedge. They create the hedge by purchasing sector, country, or broad market index options, […]

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March 2014, Funds in Registration

Cozad Small Cap Value Fund Cozad Small Cap Value Fund will seek long term capital appreciation by investing domestic small cap stocks, with an anticipated holding period of 12-18 months. The underlying strategy calls for portfolio rebalancing every three or four months and, if the signals are right, it might “liquidate investment positions and hold […]

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