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Archer Focus Fund
The Archer Focus Fund seeks consistent, long-term capital appreciation by investing in industry-leading companies with sustainable competitive advantages.
The Fund aims to outperform the S&P 500 over time.
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Investment Strategy
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The Archer Focus Fund seeks long-term growth of capital by investing in financially sound, large and medium-sized companies with dominant franchises. Under normal conditions, the Fund holds a relatively concentrated portfolio of 50 or fewer US common stocks. Potential investments are carefully screened for balance sheet strength, sustainable earnings and free cash flow, and durable market position.
Characteristics
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Actively managed to enhance shareholder value by avoiding group think and investing in companies in which we have a deep understanding.
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Rigorous, hands on, fundamental research to identify opportunities.
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Disciplined investment in financially sound companies which are selling below our estimate of intrinsic value.
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Minimal turnover to promote tax efficiency.
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Focus on shareholder value with a no-load structure and a capped expense ratio.
Q3 2023 Schedule of Investments
5/19/2021 Supplement
Q1 2023 Schedule of Investments
Focused investing
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