A Quarterly Letter to Shareholders to review the fund’s second quarter 2023 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s first quarter 2023 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s fourth quarter 2022 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s third quarter 2022 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s second quarter 2022 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s first quarter 2022 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s fourth quarter 2021 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s third quarter 2021 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s second quarter 2021 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s first quarter 2021 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s fourth quarter 2020 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s third quarter 2020 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s second quarter 2020 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s first quarter 2020 performance and a review of several portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s forth quarter 2019 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s third quarter 2019 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s second quarter 2019 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s first quarter 2019 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s forth quarter 2018 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s third quarter 2018 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s second quarter 2018 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s first quarter 2018 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s 2017 performance and highlight a couple portfolio companies.
READ FULL VERSIONA Quarterly Letter to Shareholders to review the fund’s year-to-date performance and highlight a couple portfolio companies.
READ FULL VERSIONIn the first Quarterly Letter to Shareholders we discuss year-to-date performance and highlight a couple portfolio companies.
READ FULL VERSIONInvestors should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. You may obtain a prospectus on this website or by calling the transfer agent at 1-800-785-8165. The prospectus should be read carefully before investing.
Important Risk Information
An investment in the Fund is subject to investment risks, including the possible loss of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its objectives. The Fund invests in common stocks which subjects investors to market risk. The Fund invests in small and mid-cap companies, which involve additional risks such as limited liquidity and greater volatility. The Fund invests in undervalued securities. Undervalued securities are, by definition, out of favor with investors, and there is no way to predict when, if ever, the securities may return to favor. The Fund may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. More information about these risks and other risks can be found in the Fund’s prospectus. The Fund is a non-diversified fund and therefore may be subject to greater volatility than a more diversified investment.
Distributed by Arbor Court Capital, LLC member FINRA/SIPC.