Description

This fund operates with a value-based investment philosophy, primarily allocating capital to common and preferred equities. The Advisor aims to identify securities whose current market price is perceived to be less than their inherent worth. Stock selection is carried out through a meticulous bottom-up process, with a strong emphasis on analyzing a company's fundamental financial health. The portfolio typically consists of financially robust businesses that the Advisor assesses as significantly undervalued, frequently characterized by modest price-to-earnings (P/E) ratios.