Fact Sheet
Summitry Equity Fund (GGEFX) seeks capital appreciaton and income through a portolio of common stocks and similar equity securites, which in the opinion of the Fund’s adviser, are undervalued by the market. The Adviser considers a security to be temporarily undervalued if its intrinsic value is significantly greater than its trading price.
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All Other Reports
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Prospectus
Statement of Addl Information
N-Port Schedule of Investments
Before investing in Summitry Equity Fund, you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other important information is contained in the Fund’s prospectus.
The SAI provides more detailed information about the Fund and is incorporated by reference into (and thus legally part of) the Prospectus.
Form N-PORT is a portfolio reporting form that registered funds use to provide portfolio-wide and position-level holdings.
Semi Annual Report
Annual Report
This report is submitted for the general information of the shareholders of the Fund. The report is not authorized for distribution to prospective investors in the Fund unless it is accompanied by a current prospectus, please see the prospectus located above or call 1-866-954-6682 to receive a copy.
This report is submitted for the general information of the shareholders of the Fund. The report is not authorized for distribution to prospective investors in the Fund unless it is accompanied by a current prospectus, please see the prospectus located above or call 1-866-954-6682 to receive a copy.
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.
Distributed by Ultimus Fund Distributors, LLC (Member FINRA)
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