Strategy Resources
Focused Strategies
Concentrated, actively managed strategies seeking to outperform benchmarks through disciplined stock picking grounded in Intrinsic Value analysis. Available as Mutual Funds or Separately Managed Accounts (SMAs).
Large Cap
Large Value Valuation 50 Seeks superior risk-adjusted returns and tax efficiency by investing in U.S. large-cap companies identified as undervalued using Intrinsic Value analysis. Available as a Mutual Fund or SMA. Strategy Documents | Large Value · Income Valuation Dividend Seeks superior risk-adjusted returns, tax efficiency, and above-average yield by investing in U.S. large-cap companies offering both income and capital appreciation potential. Available as a Mutual Fund or SMA. Mutual Fund — Dividend Fund |
Small Cap
Small Value Explorer Seeks superior risk-adjusted returns by investing in U.S. small-cap companies identified as undervalued using Intrinsic Value analysis. Available as a Mutual Fund. Strategy Documents Mutual Fund — Explorer Fund Explorer Fund Institutional Factsheet ↗ | Small Value Concentrated Explorer A more concentrated version of the Explorer strategy, seeking superior risk-adjusted returns in U.S. small-cap companies. Available as a Separately Managed Account (SMA). |
All strategy documents are provided for informational purposes. Documents marked ↗ are hosted by Applied Finance Funds and open in a new window.