For over 25 years, our investment team has applied the 10 Principles of Value Investing™ to identify overlooked and unpopular stocks which we believe sell at a significant discount to their true worth. In essence, we view this discount as an opportunity for long-term capital appreciation, while potentially limiting downside risk for you, our shareholders.
We are relentless seekers of value and believe a stock may be undervalued because it is:
Our disciplined, value investment philosophy is our passion and sole focus and has served shareholders well in working toward their long-term financial goals, such as saving for retirement, educational expenses or a major purchase like a home.
All of our Funds are focused on this same time-tested, value driven approach. We believe a value investing style is the most intelligent way to build our shareholders' wealth.
Designed to be an investor's core value holding.
Small company value stocks that pay dividends to potentially lower volatility.
Small and very small value stocks which have historically outperformed.
Each of these Funds has its own stated investment goals and is managed to meet those goals by our experienced teams of portfolio managers and analysts. To learn more about each Fund and how they might help you achieve your long-term financial goals, contact us today. We’ll be happy to talk to you.
Past performance does not guarantee future results. To obtain performance information current to the most recent month end, please visit the Funds' Returns pages of our website, or call 1-800-432-7856.
The Funds invest in small companies selected on a value basis. Such securities generally are more volatile and less liquid than those of larger companies. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic values. The Select Value and Value Plus Funds also invest in a smaller number of stocks (generally 30 to 60) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Funds’ returns.
Bill Nasgovitz explains why value investing has been the better choice over the past 40 years, whether it be small-, mid-, large- or all-cap funds. See the video (1:46)
We'll send you our Investment Kit in the mail Request Your Kit!