Meet The Team

Meet Our Team

At our core, we are value investors, who seek to invest in businesses that we believe have lower risk characteristics than the overall S&P 500 market average while also maintaining higher long-term upside potential versus the market.  In order to fulfill this objective, the investment team works to identify and purchase companies that have strong competitive advantages, that are operated by competent and shareholder-friendly managements, that have favorable long-term growth prospects, and that trade in the market at a price materially below the investment team’s estimate of underlying intrinsic value.

Colin Higgins

Chief Executive Officer

Kurt Hoefer, CFA


Jennifer Rouse

Director of Operations, CCO

Michael Kon, CFA

Portfolio Manager & Director of Research

Matt Gordon, CFA

Portfolio Manager & Senior Research Analyst


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.

Distributed by Ultimus Fund Distributors, LLC (Member FINRA)

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