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Arif Karim was quoted in the Wall Street Journal on the large amount of cash on Apple’s balance sheet.READ MORE
Sean Stannard-Stockton was interviewed for Mutual Fund Observer’s profile of the Ensemble Fund.READ MORE
Sean Stannard-Stockton was interviewed by The Manual of Ideas on intelligent investing, competitive advantage, and building a firm.READ MORE
Sean Stannard-Stockton was quoted in The Wall Street Journal’s article on Apple’s iPhone X.READ MORE
Sean Stannard-Stockton was interviewed for The Huffington Post’s article on the labor force.READ MORE
Sean Stannard-Stockton was quoted in The Wall Street Journal article on Apple’s valuation.READ MORE
Sean Stannard-Stockton was interviewed in Motley Fool and shared some of his views about investing.READ MORE
Sean Stannard-Stockton was quoted in the Wall Street Journal on the future of Apple.READ MORE
Sean Stannard-Stockton was interviewed in Value Investor Insight and shared some of his views about Sensata Technologies (ST).READ MORE
The Manual of Ideas conducted an exclusive interview with Sean Stannard-Stockton is on Buffett-Style Investing in a Mutual Fund and Separate Account ContextREAD MORE
Sean Stannard-Stockton is quoted on Ensemble Capital’s view on First Republic’s acquisition of Constellation Wealth Advisors LLC.READ MORE
In this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard-Stockton on the benefits of focusing an equity portfolio on 20-30 positions rather than owning the 100+ positions that is common in most mutual funds.READ MORE
Investors 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.
Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.
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 Rafferty Capital Markets, LLC Garden City, NY 11530.