Lyrical U.S. Value Equity Fund Institutional Class (LYRIX)

Overview

The fund is designed for investors looking to diversify their portfolio through investments in mid-cap and large-cap companies that demonstrate low valuation in relation to their long-term normalized earnings. By focusing primarily on stocks that show a promising disparity between current valuation and expected earnings, the fund aims to provide long-term growth opportunities. Its strategy involves committing at least 80% of its net assets, in addition to any funds borrowed for investment purposes, towards common stocks listed on U.S. securities exchanges. This criterion ensures a robust involvement in the vibrant U.S. stock market, targeting companies that are positioned for potential growth and valuation corrections.

Products and Services

• Diversified Portfolio of Mid-Cap and Large-Cap Stocks

The fund's primary offering involves a carefully selected, diversified portfolio of mid-cap and large-cap stocks. By spreading investments across these segments, the fund seeks to balance risk and reward, leveraging the stability of large-cap companies while tapping into the growth potential of mid-cap firms. This diversity is central to the fund’s strategy to mitigate risks associated with market volatility and sector-specific downturns.

• Investment in Stocks with Low Valuations

A key characteristic of the fund's investment strategy is its focus on stocks that are undervalued relative to their long-term normalized earnings. This approach is predicated on the belief that such stocks are likely to provide superior returns over time as their market valuations adjust upwards to more accurately reflect their earnings potential. Through rigorous analysis and research, the fund identifies these investment opportunities in an effort to maximize returns for its investors.

• 80% Investment Commitment in U.S. Listed Common Stocks

The fund guarantees that at least 80% of its net assets, plus any borrowed money for investment purposes, will be allocated to common stocks that trade on United States securities exchanges. This commitment ensures a focused investment strategy heavily weighted towards the U.S. market, thereby providing investors exposure to the dynamism and growth opportunities inherent in one of the world's most significant economies. This strategy is particularly appealing to investors seeking U.S. market exposure along with the growth potential of mid-to-large cap stocks.