The fund's principal investment strategy is value investing. It invests in common stock of U.S. companies that the fund's adviser believes are underpriced based on the company's intrinsic value.

For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down ...

Our high-quality industrials companies with exposure to the long-term trends of electrification, the energy transition and ...