FAM Value Fund Institutional Class (FAMWX)

Overview

The company operates as an investment advisor, focusing on seizing value investment opportunities primarily in the small-cap market sector. Its investment strategy is rooted in a value approach, whereby common stock selections are made based on perceived intrinsic value compared to market price. The firm is committed to investing a significant portion of its assets, specifically at least 80%, along with any borrowings intended for investment purposes, into securities associated with small-cap companies. It subscribes to a specific market capitalization criterion to identify its target investment pool, considering small-cap companies to be those whose market capitalization at the time of purchase aligns with or falls below the spectrum covered by the Russell 2000 Index, as determined during its most recent reconstitution.

Products and Services

• Value-Oriented Investment Advisory:

This service underpins the company’s core strategy, offering investors targeted advice aimed at identifying undervalued stocks in the small-cap sector. Its approach is grounded in rigorous analysis to unearth stocks that trade below their intrinsic value but have potential for appreciation.

• Small-Cap Equity Investment:

Central to its product offering, the company focuses on investing in small-cap companies that show promise for growth. By adhering to the market capitalization parameters set by the Russell 2000 Index, the firm provides its clients with a curated selection of potential investments, aiming to balance risk and return by capitalizing on the agility and growth potential of smaller companies.