Aegis Value Fund Class I (AVALX)

Overview

The fund is focused on investing in common stocks that are significantly undervalued in the market, as determined by fundamental accounting measures like book value, revenue, and cash flow. Its investment strategy does not confine it to a specific allocation between small- or mid-capitalization companies, allowing flexibility to invest across these segments. The fund can allocate up to 100% of its portfolio to securities of small- or mid-cap companies if deemed undervalued by its investment advisor, making it a potentially vital option for investors looking for growth through undervalued stocks.

Products and Services

The fund specializes in identifying and investing in undervalued common stocks across various market capitalizations. Here's a breakdown of its main products and services:

• Investment in Undervalued Stocks: The core service is the investment in stocks that the fund's advisor believes are significantly undervalued relative to the market, leveraging in-depth analysis of fundamental accounting measures. This approach aims to capitalize on the potential growth of these undervalued stocks as they correct to their perceived true value.
• Flexible Capitalization Investment Strategy: Unlike many funds which may have strict guidelines regarding investment in small- or mid-cap companies, this fund offers a versatile investment strategy. It does not adhere to a fixed percentage allocation for investing in these companies, allowing for significant flexibility in portfolio construction based on the current market conditions and potential for growth.
• Opportunity for 100% Portfolio Allocation: The fund may invest up to 100% of its portfolio in the securities of small- or mid-cap companies if deemed undervalued. This bold strategy provides investors with the opportunity to be part of potentially substantial growth as these companies gain market recognition and value.