Address And Details
|2330 W Joppa Rd, Ste 110 , Lutherville, MD 21093|
|Fund Manager||Charles K. Carlson|
|Manager Tenure||34 Years 11 Months|
Strategy And Objective
Greenspring Fund s (the Fund ) primary investment objective is long-term capital appreciation through a total return approach to investing. Income is an important, but secondary, objective.The Fund invests in stocks its investment adviser, Corbyn Investment Management, Inc. ( Corbyn or the Adviser ), believes are undervalued at the time of purchase and fixed income investments, including corporate, convertible, and high yield bonds (sometimes referred to as below investment grade bonds or junk bonds ) that have the parities of U.S. issuers. The Fund may invest in companies of any market capitalization that its Adviser believes are undervalued relative to historical valuations, the company s peers, the securities market in general or its value as a private company and provide an attractive risk/reward value. The Adviser utilizes a bottom-up approach whereby it researches individual companies regardless of the industry. The Fund s investment style is typically referred to as a value investing approach. The Fund may also invest in companies in the process of financial restructuring or liquidation. If the Fund cannot find securities that meet its investment criteria, or for cash management.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||175.24 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 11/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 11/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|RSG||REPUBLIC SERVICES INC||6.99%|
|ZD||J2 GLOBAL INC||4.70%|
|GOOG||ALPHABET INC CLASS C||4.68%|
|FRST||PRIMIS FINANCIAL CORPORATION||3.38%|
|UPS||UNITED PARCEL SERVICE||3.25%|
|JCI||JOHNSON CONTROLS INTERNATION||2.98%|
|SHW||SHERWIN WILLIAMS CO/THE||2.75%|
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