Forester Capital


 

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Large Value Equity with Downside Protection

 

The Fund generally buys stocks with exceptional appreciation potential, due to the stock price being significantly below the intrinsic value of the company. The Fund views these stocks as bargain stocks.

 

The Fund seeks to purchase the best bargain stocks in each market sector. This diversifies the portfolio while maintaining the focus on bargain stocks. The Fund buys more earnings, assets and dividends than the overall market, with each investment dollar. This allows the Fund to start with a lead versus the market and not have to rely as much on future growth.

 

The Fund focuses on stock fundamentals, instead of the psychology surrounding an individual stock.

 

Downside Protection: The fund uses stock index put options and cash to vary exposure to the market when the portfolio manager believes a defensive position is warranted. At Forester, we believe long term performance is enhanced by focusing on downside protection during unfavorable market conditions or times of increased volatility. Over the long term we believe our hedged equity strategy has been successful. In the down markets in 2022 (YTD Q3), 2018, 2008, 2002, 2001 and 2000 the fund reported positive returns.

 

 

The Forester Value Fund was the "One Fund in 1,700 made money in 2008" according to the Wall Street Journal. 1/5/09

 

 

 

Why Hedged Equity Investing?

 

At Forester, we believe long term performance is enhanced by focusing on downside protection during unfavorable market conditions or times of increased volatility. The fund invests in undervalued stocks and also uses put options and cash to vary exposure to the market when the portfolio manager believes a defensive position is warranted. Over the long term, we believe our hedged equity strategy has been successful. In the down markets in 2022 (YTD Q3), 2018, 2008, 2002, 2001 and 2000 the fund reported positive returns.

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. Performance for periods less than one year is not annualized.

MARKET COMMENTARY Q3 2022

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