The investment objective of the Towle Value Fund is to seek long-term capital appreciation. In attempting to capitalize on inefficiencies in the public equity markets, the fund executes a deep-value investment discipline that uncovers significant discrepancies between stock market prices and underlying company values. While this approach may include large capitalization stocks, the search for absolute value usually leads to companies with smaller capitalizations. For investors with a long-term investment horizon seeking capital appreciation in excess of stock market returns, the Towle Value Fund may diversify their scope of investment and potentially enhance core equity portfolios.
Investors should consider the Fund’s investment objectives, risk factors, and expenses carefully before investing. To obtain a prospectus, or summary prospectus, which contains this and other information about the Fund, call 1-888-99TOWLE (888-998-6953) or click here. Please read the prospectus carefully before investing.