Al Frank Fund Advisor Class (VALAX)
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Al Frank Fund Advisor Class Profile
| NASDAQ Exchange | US Country |
Overview
The company operates in the financial services sector, focusing on investment and asset management. It emphasizes a value investing approach by selecting equity securities it deems to be undervalued and out of favor in the financial markets. The strategy involves buying these securities at a price believed to be lower than their intrinsic value and holding them until they reach what the adviser considers their fair value. This methodology is indicative of a long-term investment horizon and a contrarian investment philosophy, targeting opportunities that the market may currently overlook but possess potential for appreciation.
Products and Services
- Equity Security Selection
- Portfolio Management
- Securities Lending Program
This service focuses on the identification and acquisition of equity securities that are considered undervalued by the market. The Adviser employs a meticulous analysis process to uncover stocks that are out of favor but have strong potential for value appreciation. This approach is based on a thorough evaluation of the company’s fundamentals relative to its current market price, aiming to capitalize on the market’s short-term inefficiencies.
Once undervalued securities are identified, they are added to the fund's portfolio for a holding period that lasts until the securities are believed to have reached their fair market value. This period of ownership is characterized by a strategic hold, leveraging time to unlock the full value potential of the investments. It aligns with a patient investment strategy that waits for the market to recognize and correct the undervaluation.
As an innovative way to generate additional income, the fund offers a securities lending program. This program allows the fund, through its agent, to lend its portfolio securities to broker-dealers. The lending is capped at 33-1/3% of the total assets of the fund (including any collateral posted) or 50% of the total assets of the fund (excluding any collateral posted), ensuring a balanced approach that manages risk while seeking to enhance returns on investments through the receipt of lending fees.
