The fund and co-managers Prabha Carpenter and Jim Polk were recently profiled in Barron’s magazine where they discussed their approach to money management and their rationale for several of the fund’s holdings.
Past performance does not guarantee future results. Equity securities generally have greater price volatility than fixed-income securities and are subject to issuer risk and market risk. Value stocks are subject to the risk that returns on stocks within the style category will trail returns of stocks representing other styles or the market overall.
Lewis Braham – Barron’s February 9, 2022