|1414 Sixth Ave. 900 , New York, NY 10017|
|Fund Manager||John E. Deysher|
|Manager Tenure||18 Years 5 Months|
Long term capital appreciation with income as a secondary objective. The Fund invests primarily in the publicly traded equity securities of companies that appear to offer superior opportunities for capital appreciation These may include common and preferred stocks,convertible securities,rights,warrants and other securities.The Fund relies on the professional judgment of its investment advisor to make decisions about the Fundâ€™s investments.The Fund will invest in a diversified portfolio of securities issued primarily by small and micro-cap (generally less than $1 billion at time of investment) domestic companies which the advisor believes are trading at significant discounts to underlying earnings power or asset values.The advisor assesses company prospects via rigorous fundamental analysis which may include speaking with management,customers,competitors,vendors,industry analysts and others.The Fund will sell securities when they become fully valued or if firm fundamentals deteriorate.
|Asset Type||% Of Allocation|
|Total Net Assets||32.79 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1500|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|BRSWQ||BRISTOW GROUP INC||8.91%|
|LPG||DORIAN LPG LTD||7.47%|
|WLMS||WILLIAMS INDUSTRIAL SERVICES||5.89%|
|GIFI||GULF ISLAND FABRICATION||4.53%|
|WEYS||WEYCO GROUP INC||2.71%|
|PATR||PATRIOT TRANSPORTATION HOLDI||1.97%|
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