Centaurus Financial - we invest in your success
CuraDebit Free Debt Analysis
  Home > Financial Services > Mutual Funds > Aegis Value

Aegis Value


Aegis Financial Corporation, formerly named as Berno, Gambal & Barbee, Inc. serves as investment advisor to the Aegis Value Fund.  AFC was founded in 1994 as a firm dedicated to preserving the wealth of its clients through prudent value investing.  AFC founded the Aegis Value Fund in 1998 in order to offer a focused small cap value, no-load fund to the public.  The firm and all its employees are located in Arlington, Virginia. 
 
The Aegis Value Fund is a pure no-load mutual fund focused on investing in small companies that trade at low multiples of accounting book value, earnings, and cash flows. Aegis Financial Corporation holds the securities until stock prices match its estimate of value.  Their objective is long-term capital appreciation while minimizing risk of loss and their success in measured by its long-term performance versus its primary benchmark, the Russell 2000 Value Index.
 
The Aegis Value Fund is available through the brokerages like AmeriVest, Wells Fargo Investments, Accutrade, Ameritrade, Datek etc. Aegis High Yield Fund is a member of the Aegis Funds family. High Yield Fund is a pure no-load fund and began operations January 1, 2004.  The Fund’s investment objective is to seek maximum total return with an emphasis on providing high current income.   

The Fund principally invests in a diversified portfolio of corporate bonds with credit ratings below investment grade.  These bonds are referred to as high-yield bonds, or “junk bonds."  High-yield bonds pay higher interest payments than investment-grade bonds, but also have a higher risk of payment default and principal loss.  
 
Aegis Financial Corporation believes that their success is due to disciplined focus on timeless fundamentals as espoused by Benjamin Graham and other value investing legends.  Aegis Financial Corporation builds the investment portfolio of the fund from the bottom up, focusing on the merits and risks of individual companies.  Aegis Financial Corporation is contrarians, seeking investment opportunities that are temporarily out-of-favor or overlooked by other investors. Aegis Financial Corporation takes great care not to overpay for any stock, and from time to time they may take a defensive position by investing a portion of the fund in cash.
 
 

Financial Services Companies all are here at FinancialBrowsers.com

Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.

Back to Mutual Funds

 
 
Infinit-i