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| Tilson Focus Fund |
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| Tilson Dividend Fund |
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The Tilson Mutual Funds and the Tilson Dividend Fund launched in March 2005. The former is managed by Whitney Tilson and Glenn Tongue, while the latter is managed by Zeke Ashton.
Mr. Tilson and Mr. Tongue manage the Tilson Focus Fund using a value-oriented investment strategy, seeking to identify companies whose stocks they believe are trading at a substantial discount – preferably at least 50% – to their intrinsic value. They concentrate the Fund in their best investment ideas – hence the name “focus” – and typically do not hedge via short or put positions.
In managing the Tilson Dividend Fund, Mr. Ashton seeks out stocks he believes are undervalued, but which also offer high dividend yields relative to the rest of the market. He is more likely to buy a security at a more modest discount to their estimate of intrinsic value if he believes that the security's dividend yield is sufficiently high, secure and/or likely to grow over time. He also expects to generate income from selling covered call options on securities in the Fund.
For further background on the three investment managers, click here.
For further information about the Funds, please read the prospectus. To invest, please fill out the application. Click here for both documents. |
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Investments in the Funds are subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that either of the Funds will be successful in meeting its investment objective. Generally, the Funds will be subject to the following additional risks: market risk, management style risk, sector focus risk, foreign securities risk, non-diversified fund risk, portfolio turnover risk, credit risk, interest rate risk, maturity risk, investment grade securities risk, junk bonds or lower-rated securities risk, derivative instruments risk, valuation risks for non-exchange traded options, and real estate securities risk. More information about these risks and other risks can be found in the Fund's prospectus.
An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at the link below or by calling Shareholder Services at 1-888-4TILSON (1-888-484-5766). The prospectus should be read carefully before investing.
The Fund may not be available for sale in all states. The information presented on this page is not an offer to sell or a solicitation of an offer to purchase the Fund.
Distributor: ALPS Distributors, Inc., 1290 Broadway, Suite 1100, Denver CO, 80203
There is no affiliation between T2 Partners Management LP, Centaur Capital Partners, LP, including its principals, and ALPS Distributors, Inc.
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Whitney R. Tilson and Glenn H. Tongue manage the Tilson Focus Fund, and Zeke Ashton manages the Tilson Dividend Fund. For further information, click here. |
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