Below are the resources for all of the publicly available Applied Finance Strategies.
Applied Finance Strategies (as of Q2 2026)
Intrinsic Value Stewardship™ (IVS) Core Strategies Resources on dedicated page »
- Intrinsic Value Stewardship™ (IVS) US Large
- Intrinsic Value Stewardship™ (IVS) US SMID
- Intrinsic Value Stewardship™ (IVS) International Large
- Intrinsic Value Stewardship™ (IVS) International SMID
Valuation 50 Resources:
Seeks superior risk-adjusted returns and tax efficiency by investing in U.S. large-cap companies
- Valuation 50 Factsheet
- Valuation 50 Quarterly Letter
- Select Mutual Fund Institutional Factsheet (Valuation 50 strategy offered with a mutual fund wrapper)
- Select Mutual Fund Investor Factsheet (Valuation 50 strategy offered with a mutual fund wrapper)
- Valuation 50 Pitchbook
- Valuation 50 Ticker Map
Explorer resources:
Seeks superior risk-adjusted returns by investing in U.S. small-cap companies
- Explorer Fund Institutional Factsheet
- Explorer Fund Investor Factsheet
- Explorer Executive Summary
- Explorer Pitchbook
Concentrated Explorer resources:
Seeks superior risk-adjusted returns by investing in U.S. small-cap companies
- Concentrated Explorer Factsheet (Concentrated version of Explorer Fund, available via SMA)
- Concentrated Explorer Pitchbook (Concentrated version of Explorer Fund, available via SMA)
Valuation Dividend Resources:
Seeks superior risk-adjusted returns, tax efficiency and above average yield by investing in U.S. large-cap companies
- Valuation Dividend Factsheet
- Valuation Dividend Quarterly Letter
- Valuation Dividend Fund Institutional Factsheet (Valuation Dividend strategy offered with a mutual fund wrapper)
- Valuation Dividend Fund Investor Factsheet (Valuation Dividend strategy offered with a mutual fund wrapper)
- Valuation Dividend Pitchbook
- Valuation Dividend – Income + Capital Appreciation
- Valuation Dividend Ticker Map
While short term investment themes and trends can be overpowering, Valuation and Wealth Creation is Timeless™. Contact us to learn more about our investment strategies.
Saul Marquez
(312) 362-9905
smarquez@afgltd.com
Chris Austin
559-892-0401
caustin@afgltd.com
The information contained on this website is distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. The information contained on this website is believed to be accurate as of the date submitted, and is subject to change. Any performance information referenced on this website represents past performance and is not indicative of future returns.