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Rorer, a 30-year veteran of "relative value" investing, specializes in finding high quality, out-of-favor companies with strong growth potential.
Rorer combines elements of both value and growth
The risk adverse “relative value” model Rorer employs:
- Identifies companies that are trading below where they have traded over the past five years “relative” to the market.
- Looks at valuations “relative” to the performance of the market within the same time frame, rather than looking at valuation measurements in absolute terms.
Rorer invests in high quality stocks that Rorer believes currently have depressed valuations yet strong fundamentals which Rorer believes exhibit both attractive valuations and a strong potential for near term growth or earnings momentum.
Their investment methodology employs strong buy and sell disciplines designed to remove as much emotion as possible from the investment decision process. Rorer feels this highly disciplined approach emphasizes risk reduction and long-term preservation of capital.
- Founded in 1978
- Affiliate of Affiliated Managers Group (AMG) since 1999
- Manages approximately $1.1 billion as of 6/30/08
- Seasoned in the "relative value" investing approach
- Emphasizes risk reduction and long-term preservation of capital
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Rorer Balanced Strategy
Rorer Fixed Income Strategy
Rorer Large Cap Equity Strategy
Rorer Mid Cap Equity Strategy
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Ted Rorer
Chairman, CIO, Founder
30 Years Industry Experience |
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Cliff Storms, CFA
Executive VP, Director of Research
24 Years Industry Experience |
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Dianne Manges, CFA
Director of Fixed Income
20 Years Industry Experience |
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James C. Spencer, CMT
Sr. Fixed Income Portfolio Manager
17 Years Industry Experience |
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Disclosure
Investors should carefully consider the fund's investment objectives, risks, charges, and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.
There is no guarantee that these investment strategies will work under all market conditions, and each investor should evaluate their ability to invest for a long-term, especially during periods of downturns in the market.
The Fund is subject to risks associated with investments in small capitalization companies, such as erratic earnings patterns, competitive conditions, limited earnings history, and a reliance on one or a limited number of products.
Rorer Asset Management, LLC is an affiliate of AMG. AMG, through its affiliates, offers over 300 investment products across a wide range of investment styles and asset classes in the mutual fund, institutional and high net worth distribution channels.
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