The Green Owl Intrinsic Value Fund strives to maximize risk-adjusted 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.

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Letter To Shareholders Fact Sheet - Download

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 Ultimus Fund Distributors, LLC (Member FINRA)

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