FMI Large Cap Fund Investor Class (FMIHX)

Overview

The fund specializes in investing predominantly in large capitalization value stocks of non-U.S. companies, focusing on firms with a market capitalization greater than $5 billion at the time of initial purchase. By dedicating at least 65% of its total assets to the equity securities of these foreign entities, the fund seeks to leverage the growth potential of major international markets outside of the United States. This strategic approach allows it to tap into the financial strength and potential of sizable companies around the globe, aiming for substantial returns on investments through value investing.

Products and Services

• Large Capitalization Value Stocks Investment

  This product targets investment in a select portfolio of large capitalization value stocks of non-U.S. companies, identifying firms with a market capitalization of more than $5 billion. The focus is on selecting stocks that are undervalued relative to their fundamental worth, aiming to capitalize on the potential for growth and earnings recovery over time.

• Equity Securities of Non-U.S. Companies

  The fund commits a minimum of 65% of its total assets to the equity securities of non-U.S. companies. This allocation strategy diversifies the investment portfolio across different geographic regions and industries outside the United States, potentially reducing risk through geographical diversification and tapping into international growth opportunities.

• Investment in ADRs

  Through the investment in American Depositary Receipts (ADRs), both sponsored and unsponsored, the fund gains exposure to foreign equity markets without the complexities of direct investments in foreign stock exchanges. ADRs represent a convenient way to invest in non-U.S. companies and participate in the global equity markets, providing investors with the benefits of diversification and the potential for significant returns.