Ave Maria Value Focused Fund (AVERX)

Overview

This fund primarily focuses on investing a significant portion of its assets in equity securities, including common stocks, preferred stocks, and convertible securities. The fund's strategy allows for investment in companies regardless of their market capitalization, indicating flexibility in choosing from large-cap to small-cap companies according to potential growth and returns. Additionally, it has the capability to invest in exchange-traded funds (ETFs) to achieve broad market exposure, sector-specific exposure, or to implement hedging strategies against market risk without the need to own a vast array of individual securities. It is important to highlight that this fund operates with a non-diversified status, meaning it may concentrate its investments more heavily in fewer issuers than a diversified fund.

Products and Services

• Equity Securities Investment

  The fund primarily targets investments in equity securities, which encompass common stocks, preferred stocks, and securities that can be converted into common stocks. This allows the fund to partake in the growth potential of publicly traded companies across various sectors.

• Flexible Market Capitalization Approach

  Investment decisions are not confined to companies of a specific size; the fund can invest in small-cap, mid-cap, and large-cap companies, providing flexibility to capitalize on opportunities across the entire market capitalization spectrum.

• Exchange-Traded Funds (ETFs) Investment

  The use of ETFs as part of the investment strategy offers the fund an efficient way to gain exposure to the broad market, particular sectors, or to apply hedging strategies against market volatility, without having to manage a large portfolio of individual stocks.

• Non-Diversified Fund Status

  Operating as a non-diversified fund, it invests more of its assets in fewer issuers, which could lead to more significant gains but also exposes investors to higher risks compared to diversified funds. This strategy is more suited for investors with a higher risk tolerance.