Forester Value Fund: 2008 Lipper Performance Achievement
Award for 1 & 5 Year Periods
for Total Return Equity Fund Performance, Large-Cap
Value FundsAward is based on cumulative total return
for the one year period ended 12/31/08
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RECENT NEWS
CNN/Money "Tom Forester 'The Buzz' on Boeing" 3/9/2010
Money "Tom Forester: Finding Value in a Pricey Market" Mar Issue
BusinessWeek "INTLX: Funds that Rode the Bear and Bull" 2/22/10
St LouisPost "Value or growth? Investors face a challenge" 2/7/10
FinancialNewsUK "Forester sees value in consumer staples" 2/1/10
Reuters "Wall St rebounds after ISM manufacturing data" 2/1/10
Fortune "Returning to Health: Health-care stocks" Feb Issue
SmartMoney "Spotting Stock Buys When the Market's Up" Feb Issue
MarketWatch "Manager guards against housing double-dip" 1/19/10
CNBC Tom Forester on "Closing Bell" (video) 1/13/10
12/15/09 - Dividend Payout - Value Fund - Class I - $ 0.0592
12/15/09 - Dividend Payout - Discovery Fund - $ 0.0832
Kiplinger's FVALX in "How to Protect Your Profits" Jan '10 Issue
Money Magazine "Know When to Fold 'Em" (p49) Nov Issue
CNN Money "Make money in 2010: Your Investments" 11/12/09
Barron's Online "A Tutorial in Defensive Investing" 11/3/09
Kiplinger "
7 Ways to Protect Your Stock-Market Gains" 11/1/09
CBS MoneyWatch Tom Forester "Against the Grain" (video) 10/15/09
CNBC Squawk Box Tom Forester "Five-Star Investors" (video) 10/13/09
CNBC Tom Forester on "Closing Bell" (video) 10/7/09
Manager Commentary
Download a PDF
Our obsession with risk control paid off greatly this year as we beat the market on the downside. However, just as noteworthy, we beat the market when it rallied from 11/21 - 12/31.
The Forester Value Fund was proud to have earned the top spot for 2008, 2004 and 2002 in Morningstar’s Large Cap Value category. The Fund has been uniquely positive for 8 of the past 9 years, while the S&P 500 has only been positive in 5 of the last 9 years.
Why value investing?
At Forester, our strategy of value investing selects stocks that we believe are undervalued in the market. At times, the market overreacts to good and bad news, resulting in stock price movements that do not correspond with the company’s long-term fundamentals. This provides potential opportunities for value investors to profit by buying when the price is deflated. We believe investors will benefit over the long-term by adding value investing to their portfolio.
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