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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

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

  • Actively managed to enhance shareholder value by avoiding group think and investing in companies in which we have a deep understanding.

  • Rigorous, hands on, fundamental research to identify opportunities.
     

  • Disciplined investment in financially sound companies which are selling below our estimate of intrinsic value.

  • Minimal turnover to promote tax efficiency.

  • Focus on shareholder value with a no-load structure and a capped expense ratio.

Documents

Fact Sheet

Summary Prospectus

Q3 2023 Schedule of Investments

5/19/2021 Supplement

Q1 2023 Schedule of Investments

Documents

Fact Sheet

Summary Prospectus

Q3 2023 Schedule of Investments

Q1 2023 Schedule of Investments

Prospectus

Statement of Additional Information

Annual Tailored Report

Focused investing

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