The principal investment for the Long-Only strategy is U.S. common stocks. The investment process is a concentrated multi-cap strategy. The strategy seeks to acquire positions in undervalued companies where, in the Adviser’s opinion, the value of the company’s assets and/or earning power are not accurately reflected by the company’s current market price.
Investors should carefully consider the investment objectives, risks, management fees and expenses of the Saddle Peaks Asset Management LLC. Foreign investing, especially in developing countries, has special risks such as currency and market volatility and political and social instability. This and other important information is contained in the Funds’ prospectus. Please read the prospectus carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by any bank or any other entity.
Home About Saddle Peak Investment Capabilities News & Articles Contact Us