INVESTMENT STRATEGY
THAT WORKS.
Our investment strategy has succeeded in the past down markets of 2022, 2018, 2008, 2002, 2001 and 2000.
LARGE VALUE
INVESTING.
The Fund generally buys stocks with exceptional appreciation potential, due to the stock's price being significantly below the intrinsic value of the company. The Fund views these stocks as bargain stocks.
DOWNSIDE
PROTECTION.
We believe long-term performance is enhanced by focusing on downside protection during unfavorable market conditions or times of increased volatility
The Wall Street Journal
Performance data quoted represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate, and when sold, your investment may be
worth more or less than its original cost. Performance current to the most recent month-end may be lower or higher than performance quoted and can be obtained by calling
800-388-0365
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