Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to deliver long-term capital growth by investing in undervalued European equities identified through a disciplined value-oriented investment approach. It allocates at least two-thirds of assets to equity securities of companies across European markets that the manager believes trade at attractive valuations relative to their long-term earnings potential or asset value. The strategy employs fundamental bottom-up research with a value bias, identifying companies with depressed valuations, strong balance sheets, and catalysts for re-rating, applying contrarian discipline and a multi-year holding orientation. Through European value equity investment emphasizing valuation discipline and patient capital, the fund provides differentiated European equity exposure focused on undervalued opportunities, appropriate for value investors seeking European equity participation through a contrarian, valuation-driven lens. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +25.47% | +25.47% |
| 3-Year Return | +70.66% | +19.48% |
| 5-Year Return | +67.26% | +10.83% |
| 10-Year Return | +132.52% | +8.80% |
| All Time Return | +299.45% | +8.14% |
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