Lyrical U.S. Value Equity Fund Investor Class (LYRBX)

Overview

The fund is designed for investors seeking to invest in a mix of mid-capitalization and large-capitalization companies that are believed to have low valuations relative to their long-term normalized earnings. Targeting companies that are listed on United States securities exchanges, the fund emphasizes the acquisition of common stocks, aiming to capitalize on the potential for growth and value increase over time. By focusing on investments that constitute at least 80% of its net assets, in addition to any funds borrowed for investment purposes, the fund positions itself as a robust vehicle for those looking to engage with the dynamic landscape of the U.S. stock market through a diversified portfolio. The strategy is crafted to appeal to investors who are bullish on the American economy’s diverse sectors, particularly those within the mid to large cap spaces known for their stable earnings and potential undervaluation.

Products and Services

• Diversified Portfolio of Common Stocks

The fund’s cornerstone product is its diversified portfolio, primarily composed of common stocks belonging to mid-cap and large-cap companies. This diversified approach is designed to minimize risk while seeking to capitalize on the growth potential inherent in companies with low valuations compared to their normalized long-term earnings. The selection is exclusively focused on stocks traded on U.S. securities exchanges, offering investors exposure to the vibrant American equity market.

• Investment in Mid-Capitalization and Large-Capitalization Companies

Focusing on mid-cap and large-cap companies allows the fund to target entities with a solid foundation and the potential for growth. Mid-cap companies, often in the process of expanding their market presence, offer a blend of risk and potential return that is attractive to many investors. Large-cap companies, on the other hand, provide stability and are often industry leaders, making them crucial components of a balanced investment portfolio. The fund seeks out companies within these categories that are underrated in terms of their earnings potential, aiming to provide investors with substantial returns in the long term.

• Low Valuation Investment Strategy

The investment strategy of focusing on companies with low valuations relative to their long-term normalized earnings is central to the fund’s philosophy. This approach hinges on the belief that such stocks are undervalued by the market and thus have room for significant price appreciation as their true value is recognized by other investors. This strategy aims to identify growth opportunities before they become apparent to the market at large, offering the potential for considerable gains.