To provide long-term capital appreciation.
The Fund seeks to achieve superior risk-adjusted returns by implementing a private owner investment philosophy with a longer-than-average time horizon.
Portfolio Composition 1
The Fund typically invests in equity securities of U.S. and foreign companies believed by the Adviser to be undervalued.
1 Overall stock market risks may affect the value of the Fund. Factors such as domestic and foreign economic growth and market conditions, interest rate levels, and political events affect the securities markets. An investment in any security involves risks and may lose value.
Kovitz Investment Group Partners, LLC
Mitchell Kovitz, Jonathan Shapiro, Joel Hirsh
Fact Sheet - Download
*XBRL is a new regulatory filing required by the SEC. The current file format is not in a readable format, and is not required to be readable at this time. To view in a readable format, you may visit the SEC website at www.sec.gov.
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, LLC. (Member FINRA)