We Are Opportunistic Value Investors

Our core investments are in undervalued stocks with viable catalysts that we believe will change the way the market views their true worth, thus unlocking value for our shareholders. Through bottom-up research, we seek to find value wherever it hides. This approach allows us to find opportunities throughout all parts of the business cycle.

We Think and Act Like Company Owners

Our portfolio managers roll up their sleeves to do their own proprietary research, determined to find the best opportunities the market has overlooked. We aim to be diligent in our analysis and disciplined in our purchases so that we only buy securities trading at a significant discount to what we think they are intrinsically worth. Additionally, we have a responsibility to our shareholders and will be activist investors if their interests need to be protected.

We Strive To Reduce Risk

Undervalued stocks are by definition discounted, which we believe reduces risk. In addition, our select investments in distressed securities and merger arbitrage, both natural extensions of our value strategy, tend to be affected less by broad market movements than by the specifics surrounding each particular situation. The Mutual Series strategy has historically provided our funds with lower volatility than the overall market and enabled us to deliver strong and more consistent results over the long-term.

For more information on any Mutual Series fund, including performance and portfolio holdings, click a fund name in the right column.

For more information on any of our funds, contact your financial advisor or download a free prospectus. Investors should carefully consider a fund's investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.