Summitry Equity Fund (GGEFX)

Overview

This fund focuses on investing in common stocks that are considered to be undervalued by the market, according to the analysis of the fund's adviser. The investment strategy hinges on identifying stocks whose intrinsic value significantly surpasses their current market trading range. This approach suggests a keen pursuit of value investing, aiming to capitalize on market inefficiencies by purchasing stocks at prices lower than their assessed true worth. To manage risk and liquidity, the fund allows for up to 20% of its net assets to be allocated in cash or cash equivalents, demonstrating a balanced approach towards growth and capital preservation.

Products and Services

• Common Stock Investments

  The primary focus of this investment fund is on acquiring shares of common stock in companies that are believed to be undervalued by the market. The selection process is guided by a rigorous analysis to determine the intrinsic value of the stocks, aiming to invest in those that offer a significant margin of safety compared to their market trading range.

• Cash and Cash Equivalents

  Up to 20% of the fund's net assets can be allocated into cash or cash equivalents. This strategic allocation is designed to provide liquidity for the fund, facilitating efficient management of buy and sell orders, and to hedge against market volatility. Cash equivalents might include short-term government securities, money market funds, or other highly liquid investments with short maturities.