Monteagle Select Value Fund Class I (MVEIX)

Overview

The fund operates with a focus on "value investing", a strategy dedicated to identifying and investing in stocks that appear to be undervalued compared to the market. By honing in on companies whose shares are priced low relative to their earnings, cash flows, and other fundamental metrics, the fund aims to capitalize on potential market corrections that align their market prices with their intrinsic values. With a keen eye on large capitalization companies indexed in the S&P 500®, the fund employs rigorous valuation methods and analysis to select stocks that not only promise growth but also align with its stringent investment criteria. It emphasizes maintaining a diversified portfolio where the average weighted market capitalization of the included assets is not less than $5 billion, ensuring stability and a robust growth trajectory.

Products and Services

• Value Investing in Large Cap Stocks

The centerpiece of the fund's strategy revolves around investing in undervalized large capitalization stocks. By setting a minimum threshold for investments in companies with a market capitalization of at least $5 billion and choosing those within the S&P 500® Index, the fund positions itself to benefit from the resilience and growth potential of established players in the market. This approach is backed by a detailed analysis of price/earnings ratios, cash flow metrics, and other financial indicators to discern undervalued stocks with promising upside potential.

• Valuation Parameters and Selection Process

In its quest to uncover value, the fund relies on a systematic evaluation process defined by its Sub-adviser. This involves the establishment of valuation parameters that include relative ratios and target prices, enabling a multi-faceted analysis of potential investments. These parameters are instrumental in the stock selection process, ensuring that each company included in the portfolio not only meets the fund's criteria for large market capitalization but also stands out as an undervalued asset poised for growth. Through this meticulous selection process, the fund aims to construct a robust portfolio that is well-positioned to achieve its investment goals.