LARGE VALUE EQUITY INVESTING

WITH DOWNSIDE PROTECTION

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

Forester Value Fund

“One Fund in 1,700
Made Money in 2008”

VIEW PERFORMANCE

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


Fact sheet

FACT SHEET

See current performance, holdings, and fund statistics.

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COMMENTARY

COMMENTARY

Published quarterly and as significant market events occur.

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HEDGED EQUITY

HEDGED EQUITY

Our investment philosophy is the key to our approach.

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We'll send you periodic emails with our latest thinking on the markets and investing.

FORESTER VALUE FUND HAS APPEARED IN

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