Portfolio up +20.6% YTD Outperforming S&P 500
Vision | Courage | Patience for successful investing
As a long-term investment manger, we seek to identify trends early enough to select the companies that stand to benefit from our core value investment principles.
This year, before taxes and fees, the Fundamental Value Fund is outperforming the S&P 500 Total Return Index, with returns for the year of 20.6 vs. 18.0.
Here is a complete holdings outline: