You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 800-238-7701 or by downloading it here: Prospectus - Statement of Additional Information  - Form ADV

The Fund's past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 800-238-7701.

 

The Archer Funds are distributed by Arbor Court Capital, LLC, 8000 Town Centre Drive, Suite 400, Broadview Heights, OH 44147, Member FINRA.

 

Copyright © 2020, Archer Funds, All rights reserved.

9000 Keystone Crossing, Suite 630,  Indianapolis, IN 46240                                       info@thearcherfunds.com  |   800-581-1780

Archer Focused 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

Focused investing