Category Archives: Stars in the shadows

Small funds of exceptional merit

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 […]

Posted in Stars in the shadows | Comments closed

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 […]

Posted in Stars in the shadows | Comments closed

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 […]

Posted in Stars in the shadows | Comments closed

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 […]

Posted in Stars in the shadows | Comments closed

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, […]

Posted in Stars in the shadows | Comments closed

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 […]

Posted in Stars in the shadows | Comments closed

ASTON / River Road Long-Short (ARLSX) – February 2014

This fund was previously profiled in June 2012. You can find that profile here. Objective and Strategy ARLSX seeks to provide absolute returns (“equity-like returns,” they say) while minimizing volatility over a full market cycle. The fund invests, long and short, mostly in US common stocks but can also take positions in foreign stock, preferred stock, […]

Posted in Stars in the shadows | Comments closed

Aegis Value (AVALX) – December 2013

THIS IS AN UPDATE OF THE FUND PROFILE ORIGINALLY PUBLISHED BY Fund Alarm IN May 2009. YOU CAN FIND THAT ORIGINAL PROFILE HERE. Objective and strategy The fund seeks long-term capital appreciation by investing in a diversified portfolio of very, very small North American companies.  They look for stocks that are “significantly undervalued” given fundamental accounting […]

Posted in Stars in the shadows | Comments closed

Frank Value (FRNKX) – October 2013

Objective and Strategy The fund pursues long-term capital appreciation. They define themselves as conservative value investors whose first strategy is “do not lose money.” As a result, they spend substantial time analyzing and minimizing the downside risks of their investments. They generally invest in a fairly compact portfolio (around 30 names) of U.S. common stocks. […]

Posted in Stars in the shadows | Comments closed

Oberweis International Opportunities (OBIOX) – October 2013

Objective and Strategy The fund pursues long-term capital appreciation by investing in international stocks, which might include companies headquartered in the US but having more than half of their business outside of the US.   The vast bulk of the portfolio – 85% or so – are in small- to mid-cap stocks and about 5% is […]

Posted in Stars in the shadows | Comments closed
  • Archives

  • MFO Update Notification



  • Latest Updates

css.php