Neiman Large Cap Value Fund (NEIMX)

Overview

This fund focuses on investing primarily in the common stocks of large capitalization companies that are perceived to be undervalued by the investment adviser. By definition, large capitalization companies are those which have market capitalizations that fall within the scope of the S&P 500 Index at the time of purchase. The investment strategy is designed to capitalize on the potential growth and value offered by these large cap entities, which are often leaders in their respective industries with a substantial market presence. The fund is structured to invest a minimum of 80% of its total assets in these types of stocks, underlining its commitment to the large capitalization segment of the market. This strategic focus on undervalued large cap stocks aims to offer investors a blend of growth potential and value, leveraging the stability and performance track record of these companies whilst seeking opportunities for capital appreciation.

Products and Services

• Investment in Undervalued Large Capitalization Stocks

This service targets investments in common stocks of large capitalization companies recognized to be undervalued. The assessment of being undervalued comes from the investment advisor's analytical view and research, looking for stocks that, based on their financial performance and market position, are priced below their intrinsic value. This approach is rooted in exploring opportunities for growth and capital appreciation by investing in companies that are not only large and fundamentally strong but also potentially undervalued by the market.

• Adherence to S&P 500 Market Capitalizations

The fund limits its investment universe to companies whose market capitalizations fall within the range of the S&P 500 Index at the time of acquisition. This criterion ensures a focus on only those large cap stocks which meet a certain threshold of market value, aligning the fund's investments with the performance and dynamics of significant market movers within the S&P 500. This adherence to the S&P 500's market capitalizations offers a blend of stability and familiarity, as it is invested in some of the most well-known and financially significant companies in the U.S. economy.

• Minimum 80% Asset Investment in Common Stocks

As a fundamental policy, the fund commits at least 80% of its total assets to investments in the common stocks of large capitalization companies. This policy enforces a deep focus on equity investments within the large cap spectrum, positioning the fund to potentially leverage the growth and earnings stability associated with larger companies. This strategic asset allocation aims to ensure that the majority of the fund's portfolio is dedicated to its core investment thesis, concentrating on undervalued large cap stocks which present opportunities for value and growth.