LIVE YOUR BEST BAY AREA LIFE
Intrinsic-Value Investing For The Long Term
Welcome To Summitry Funds
LIVE YOUR BEST BAY AREA LIFE
Intrinsic-Value Investing For The Long Term
Welcome To Summitry Funds
PORTFOLIO CONSTRUCTION HIGHLIGHTS
The portfolio typically consists of 25 to 35 holdings
Maximum position size generally 5%*
Maximum of 30% industry concentration*
Minimum of $2 billion market capitalization*
*Limitations apply at the time of purchase. See prospectus for more details.
The Fund may be suitable for:
• Long-term investors seeking a fund with an investment objective of long-term capital appreciation.
• Investors seeking an investment that will provide moderate current income.
Disclosure
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s Prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 1-866-954-6682.
Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Diversification does not ensure a profit or guarantee against loss.
Summitry computes the intrinsic value of a business as the present value of its future cash flows, as estimated by Summitry’s research team. Summitry believes that purchasing stocks at a discount of estimated intrinsic value provides a margin of safety and potential for upside.
Distributed by Ultimus Fund Distributors, LLC (Member FINRA)
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