Auxier Focus Fund Institutional Class (AUXIX)

Overview

The fund is designed for investors looking for a balanced approach to capturing growth opportunities in the equity market while aiming for a reasonable price. By focusing on both growth and value companies, the fund offers a strategic blend designed to navigate through various market conditions. The fund's adviser employs a thoughtful investment strategy, prioritizing medium to large U.S. companies with market capitalizations above $1 billion, which are believed to offer a promising balance of stability and growth potential.

Products and Services

• Diversified Portfolio of Equity Securities

This product offers investors access to a diversified selection of equity securities, which the adviser carefully selects based on their growth opportunities and reasonable pricing. The diversification aims to mitigate risk while capturing potential upside across different sectors and industries.

• Blend of Growth and Value Companies

The fund seeks to strike the right balance by investing in both growth companies, which are expected to outperform the market, and value companies, which are priced below their intrinsic value. This blend aims to offer a dynamic investment strategy that can adapt to changing market environments.

• Focus on Medium to Large U.S. Companies

With a strategic emphasis on companies with market capitalizations above $1 billion, the fund targets investments in medium to large U.S. companies. This focus is predicated on the belief that such companies provide a beneficial mix of growth potential and financial stability, making them attractive investment opportunities.