To achieve its investment objective, the Clifford Capital Partners Fund invests primarily in equity securities of companies of any size that Clifford Capital Partners, LLC (the “Adviser”), the Fund’s investment adviser, believes are trading at a discount, or “margin of safety”, to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Fund invests primarily in common stocks.
The Adviser expects to predominantly invest in securities that trade on U.S. stock exchanges, potentially including American Depositary Receipts (ADRs) and other investment companies (including exchange-traded funds (ETFs)). However, the Fund may invest in ADRs sponsored by companies based in foreign countries or emerging markets if the Adviser has found compelling opportunities.
IRA Transfer Form
Investors should consider the investment objectives, potential risks, management fees and charges and expenses carefully before investing. This and other information is contained in each Fund’s prospectus, which may be obtained by calling 1-800-673-0550. Please read and carefully consider the prospectus before investing. Distributed by First Dominion Capital Corp., Richmond, VA. Member FINRA.
Past performance does not guarantee future results. The investment return and principal value of an investment in a Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Performance data current to the most recent month end may be obtained by calling 1-800-673-0550.
The information provided is subject to change daily. It is provided for informational purposes only does not constitute an offer to sell, or the solicitation of an offer to buy any securities and must not be relied upon in connection with any investment decision.