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Positive risk factors taken in a measured manner can lead to out-performance
Chicago Equity Partners’ philosophy for equity investing is based on well-established financial and behavioral theory. Engrained in the creation and execution of their investment process are the following core beliefs of the firm:
- Fundamentals drive stock prices
- There are two sets of risk: those taken in a measured manner which can lead to out-performance and those not consistently rewarded that can lead to volatility
- A systematic approach enables consistent evaluation of a large universe of stocks
- An experienced portfolio team can mitigate some stock specific risks
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.
The performance shown represents past performance and is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. From time to time the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields on the Fund are net of expenses and the returns and yields on the indices exclude expenses. Current performance of the Fund may be lower or higher than the performance quoted.
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