Please peruse our virtual “value library,” containing original research and white papers, commentary, reports, articles, and interviews.
Click here to view the Funds’ performance data as of the most recent month end. To access the Funds’ prospectus click here. Please read the prospectus carefully before investing.
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SEMI-ANNUAL
2024
STATEMENTS
COMMENTARY
Q3
2024
Different Perspectives on Investment Performance: International Value Fund
An historical perspective concerning the year-by-year variability of investment returns for the International Value Fund.
The Dichotomy Between US and Non-US Returns
Examining long-term results of the S&P 500 and MSCI EAFE Indexes.
Currency Hedging Simplified
A streamlined explanation about how currency hedging works to reduce foreign currency risk.
commentary
Q2
2024
ANNUAL
2024
REPORT
As markets soar, should investors look beyond America?
The EconomistThe country’s stocks are extremely expensive.
commentary
Q1
2024
Revenge of the Nerds
We share our perspective on the case for value and international investing.