The investment seeks capital growth over the long term and secondarily, income. The fund invests in stocks of established companies selling below what RE Advisers believes to be their fundamental value. These are typically sizable businesses with market capitalizations of $2 billion or greater. Under ordinary conditions, it will invest at least 80% of its net assets in common stocks of these companies. To determine whether a stock is undervalued, RE Advisers considers, among other factors, earnings valuations, debt ratios and any competitive advantages a company may have.
Fund filings (PDF) »
Prabha Carpenter (Started: May 5, 2014)
Mark Ashton (Started: Jan 31, 1999)
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