USFE follows a value-oriented equity approach that emphasizes capital preservation through disciplined stock selection. The fund focuses on identifying companies trading at a discount to the advisers assessment of intrinsic value, with an emphasis on financial strength, business durability, and management quality. Investment decisions are made without regard to company size, allowing exposure across large-, mid-, and smaller-cap US equities, as well as limited non-US listings. The portfolio is typically non-diversified, reflecting a higher-conviction approach rather than broad market representation. Through this valuation-driven framework, the fund seeks long-term capital growth while aiming to reduce the risk of lasting capital losses.
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USFE follows a value-oriented equity approach that emphasizes capital preservation through disciplined stock selection. The fund focuses on identifying companies trading at a discount to the advisers assessment of intrinsic value, with an emphasis on financial strength, business durability, and management quality. Investment decisions are made without regard to company size, allowing exposure across large-, mid-, and smaller-cap US equities, as well as limited non-US listings. The portfolio is typically non-diversified, reflecting a higher-conviction approach rather than broad market representation. Through this valuation-driven framework, the fund seeks long-term capital growth while aiming to reduce the risk of lasting capital losses.
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Daily adjusted close
USFE follows a value-oriented equity approach that emphasizes capital preservation through disciplined stock selection. The fund focuses on identifying companies trading at a discount to the advisers assessment of intrinsic value, with an emphasis on financial strength, business durability, and management quality. Investment decisions are made without regard to company size, allowing exposure across large-, mid-, and smaller-cap US equities, as well as limited non-US listings. The portfolio is typically non-diversified, reflecting a higher-conviction approach rather than broad market representation. Through this valuation-driven framework, the fund seeks long-term capital growth while aiming to reduce the risk of lasting capital losses.