The investment seeks maximum long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.
Fund filings (PDF) »
Daniel O'Keefe (Started: Dec 10, 2007)
N. David Samra (Started: Dec 10, 2007)
# Contact ?>
875 E. Wisconsin Avenue, Suite 800, 875 East Wisconsin Avenue Street 800, Milwaukee, WI 53202, USA