The investment seeks long-term capital appreciation by investing primarily in common stocks. The fund normally invests at least 80% of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or "junk bonds". It may invest in shares of open-end mutual funds or unit investment ETFs. The fund is non-diversified.
Fund filings (PDF) »
Lee Robertson (Started: Jun 26, 2014)
Christopher Perry (Started: Jun 26, 2014)
# Contact ?>
1919 Funds, P.O. Box 701, Milwaukee, Wisconsin 53201-0701, USA