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 2020 Schedule of Investments

5/19/2021 Supplement

Q1 2021 Schedule of Investments

Focused investing