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Granum Series Trust


Geranum Series Trust are value managers who believe that growth is an important component of value investing, Granum Value Fund invests in undervalued companies that they believe can generate sustainable superior earnings growth over the long term and that, in their opinion, have the potential to deliver over forty percent returns within two years of the initial investment. 
 
The managers at Granum believe that superior long-term capital appreciation can be achieved by holding a portfolio of undervalued stocks that generate above average Return on Equity (ROE) and Return on Assets (ROA) and have the potential to produce sustainable above average earnings. An investment in the fund is subject to certain risks. The value of the fund's investments may increase or decrease. This will cause the value of the fund's shares to increase or decrease. You may lose money on your investment in the Fund so you are cautioned to proceed with caution as with any investment.
 
Granum Value Fund is a non-diversified fund that seeks capital appreciation. The fund normally invests at least 65% of assets in equity securities, including common and preferred stocks, and other securities such as warrants and stock options having equity characteristics. The advisor seeks to identify securities that are undervalued relative to their growth potential. Investments are made without regard to market capitalization, and from time to time, a significant portion of assets may be invested in small-size companies. It may also invest up to 20% of assets in foreign securities.
 
The other funds that are offered are;
Alpine Equity Trust, the fund seeks long-term capital growth by investing primarily in equity securities of domestic companies which are principally engaged in the real estate industry or which own significant real estate assets. The Fund will not purchase direct real estate interests.ProFunds. The Fund seeks daily investment results, before fees and expenses, that correspond to 150% of the daily performance of the Philadelphia Stock Exchange Gold and Silver SectorSM Index.

ProFunds. The Fund seeks daily investment results, before fees and expenses, that correspond to 150% of the daily performance of the Philadelphia Stock Exchange Gold and Silver SectorSM Index.

 

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