Lone Peak Value Fund Investor Class
CLFFX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
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Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Lone Peak Global Investors, LLC
Manager/Tenure
(Years)
(Years)
Ryan P. Batchelor (12)
Website
--
Address
11650 South State Street
Draper UT - 84020
Draper UT - 84020
Country
United States
Phone Number
801-855-8886
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies of any size that the fund's investment adviser believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.