Applied Finance Explorer Fund Institutional Shares (AFDZX)

Overview

The fund is dedicated to investing predominantly in the equity securities of small and middle capitalization companies. It employs a selective investment strategy where the Adviser plays a crucial role in picking equity securities believed to possess superior return potential. The selection process hinges on multiple factors including, but not limited to, company valuation, projected future earnings, growth potential, recent performance, and the overarching business strategy. This strategic approach allows the fund to identify and capitalize on opportunities that promise lucrative returns, leveraging the unique strengths and growth prospects of small and middle capitalization companies.

Products and Services

Equity Securities Investment: The core service of the fund involves investing in the equity securities of small to middle capitalization companies. The adviser meticulously selects companies that exhibit the potential for superior returns. This selection is grounded on comprehensive analysis considering various aspects such as valuation, earnings projections, and growth prospects, ensuring a balanced and growth-oriented investment portfolio.

Investment in Other Investment Companies and ETFs: Beyond direct equity investments, the fund also diversifies its investment strategy by allocating resources in other investment companies, including Exchange Traded Funds (ETFs). This approach not only broadens the investment horizon but also mitigates risk by spreading the investment across different vehicles, capitalizing on the diverse opportunities and strengths of other funds and ETFs.