Applied Finance Explorer Fund Investor Shares (AFDVX)

Overview

The fund operates within the financial sector, focusing on investment opportunities among small to middle capitalization companies. Leveraging a strategic lens, the Adviser meticulously selects equity securities believed to have outstanding return potential. Investment selections are grounded in a comprehensive assessment of company-specific factors such as valuation, projected future earnings, growth prospects, recent performance, and overall business strategy. This refined approach enables the fund to target investments that align with its objectives of capital growth and superior returns.

Products and Services

• Equity Securities of Small and Middle Capitalization Companies

  The core of the fund's strategy lies in investing in equity securities of small to middle cap companies. These investments are chosen based on a belief in their superior return potential. The selection process extensively evaluates a company’s valuation, projected earnings, growth potential, recent financial performance, and its business strategy to ensure alignment with the fund's investment objectives.

• Investment in Other Investment Companies, Including ETFs

  Apart from direct equity investments, the fund diversifies its portfolio by investing in other investment companies and Exchange Traded Funds (ETFs). This strategy not only spreads investment risks but also allows the fund to tap into the expertise and performance of other funds, broadening its exposure to a variety of sectors and industries, thereby enhancing potential returns for its investors.