Polaris Global Value Fund
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INVESTMENT STRATEGY A ranking of country and industry value sectors is established
first, as these sectors influence security prices. This ranking is based
on an evaluation of the interaction of cash flow, inflation and interest
rates, utilizing a proprietary investment model developed by the
Adviser. The ranking identifies companies priced low relative to
comparable companies. Using traditional valuation criteria, the Adviser regularly reviews
its database of more than 30,000 global companies to produce a list of
approximately 500 companies that appear to have the greatest potential
for undervalued streams of sustainable cash flow. The Adviser also takes
into consideration the normal security price fluctuations that can
undervalue a company's cash flow and assets. The Adviser then conducts rigorous fundamental
research on the companies identified through the ranking and evaluation
processes. The Fund invests in a portfolio of 50-100 companies,
typically diversified across 15 countries and 15 industries, that pass
fundamental research criteria. Typically initial investments are
evenly weighted but, because the value of stocks will change, this
weighting may also change. Click
here for a Fund prospectus, which contains
complete information on:
The Fund's Investment Adviser uses a three-step process to identify
companies with the most undervalued streams of sustainable
cash flow.
Expenses and fees
Risks of
investing
How to purchase shares
Dividends and capital gains
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