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Home > Financial Services > Mutual Funds > Roge Partners Fund
Roge Partners Fund
R. W. Rogé & Company, Inc. (RWR), is the advisor to the Rogé Partners Fund. RWR is a registered investment advisor, serving high net worth individuals and institutional clients since 1986. The Rogé Partners Fund, an open-end, no-load mutual fund, is designed to provide investors with a single, integrated investment solution for the equity portion of their long-term holdings.
Roge Partners Fund seeks to invest in open-end and closed-end investment companies and, to a limited extent, unit investment trusts that the investment adviser believes will provide superior value to shareholders. The underlying funds are then evaluated through qualitative research methods. This method covers many areas, from investment process and philosophy to identifying their risk controls and management’s ownership in their own fund.
Direct Investments Fund seeks to invest in companies that are determined to be temporarily undervalued against their true economic worth. The fund will invest in stocks of U.S. traded companies. In addition, the fund may invest up to 25 percent of its assets directly in foreign securities that the Adviser deems are proper investments for the Fund. When screening for individual securities, the adviser looks for a number of attributes including core earnings growth, increased dividend payments, increasing profit margins, reasonable valuations, strong cash flow and stock buybacks.
The Rogé Partners Funds are offered only to citizens and residents of the US. The fund invests in small companies that carry additional risks because their earning and revenues tend to be less predictable and their share prices more volatile than those of larger, more established companies. The fund may invest in shares of other mutual funds. As a result, your cost of investing in the fund may be higher than the cost of investing directly in underlying fund shares.
The fund is non-diversified under federal securities laws and generally invests in 10-20 companies and 10-20 underlying funds. As a result, each holding will have a greater impact on the fund’s total return, and the fund’s share value could fluctuate more than if more securities were held in the portfolios.
The use of leverage by the Fund or underlying funds, such as borrowing money to purchase securities, engaging in reverse repurchase agreements, lending portfolio securities and engaging in forward commitment transactions, will magnify the Fund's gains or losses.
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