Fund Highlights
Ticker
GOWLX
Cusip
92046L817
Objective
Long-Term Growth
Minimum Investment
$2,500
Advisor
Kovitz Investment Group, LLC
Literature
Newsletter
The Green Owl Intrinsic Value Fund strives to maximize returns through the application of our intrinsic value equity selection philosophy. Our diligent investment process focuses on capturing excess return while managing risk. We decide to buy, sell, and hold stocks based on how the business’s intrinsic value (the discounted value of the sum of future cash flows) compares to the market price of the stock, regardless of the market environment or economic backdrop. We select securities in the same way we would evaluate a business for acquisition in its entirety.
Huntington Asset Services Chosen to Administer Green Owl Intrinsic Value Fund
10.28.11
“We are excited to work with an industry leader like Kovitz Investment Group,” said Brian Blomquist, president, Huntington Asset Services. “Their proven track record in the equity space, along with their success in the investment management business, makes them a perfect fit for our growing Valued Advisers Trust series trust solution.”
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-888-695-3729. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA)