| NASDAQ (NMS) Exchange | United States Country |
The fund is designed for investors looking to capitalize on opportunities in small, mid, and large-capitalization companies considered to be undervalued. The fundamental approach of this fund is to invest in stocks that are priced low relative to the total value of the company. Key criteria for investments include not only the undervaluation of the stock price but also the company’s ability to maintain a healthy free cash flow, allowing for the payment and annual increase of dividends. Unlike diversified funds, this fund takes a focused approach by not spreading its investments across a wide array of sectors, making it non-diversified.
This service targets stocks that are deemed undervalued, meaning their share prices are low compared to the actual value of the company. The evaluation is based on thorough analysis by the fund’s advisor, aiming to find stocks that offer significant growth potential.
Another critical aspect of the fund’s investment strategy is to seek out companies that not only pay dividends but have a consistent record of increasing their dividends annually. This approach is indicative of the company's financial health and stability, making them attractive investment opportunities.
The fund operates on a non-diversified basis, focusing its investments in fewer sectors or companies than diversified funds. This strategy can lead to higher returns if the selected investments perform well but also entails higher risk due to the lack of investment spread across different sectors.