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HOW WE INVEST

HOW WE INVEST  |  OUR INVESTMENT PHILOSOPHY

Our goal is to outperform over a long period of time.  Everything we do is with that in mind.


At times this may make us look foolish in the short run, but we are perfectly willing to accept this if we believe it maximizes the portfolio’s long-term return.  As such, and because there can be a lot of randomness in short-term results, we ask that our performance be judged over a long period of time.


There are three core elements of our investment philosophy:


Long-term mindset
Our focus is always on the long-term merits of an investment candidate rather than short-term trading factors or recent growth rates.  The long-term appeal of a stock is a function of two variables: the fundamentals of the business (such as its competitive advantages) and the prevailing price.  With more and more market participants adopting a shorter-term mentality, we believe our longer time horizon differentiates us even more.  Paradoxically, the ease and speed with which one can access data these days exacerbates this effect - because it makes the short-term game more competitive, in our opinion.

Low turnover
As investors in the truest sense of the word, we tend to trade infrequently.  Our preference is to find strong, durable businesses that are trading at attractive valuations and hold them for a long time. Naturally, this meshes with our long-term mindset.  In times of market dislocation or volatility our trading activity tends to increase as we take advantage of newfound opportunities.
 

Concentration
We limit the number of holdings (generally 25-40) and sectors in our portfolios, focusing our investments in areas we find attractive and avoiding those that don’t meet our standards.  Such an approach may sound obvious, but it sets us apart from managers who build portfolios so as not to deviate too much from their benchmark.  Thinking independently and having the conviction to act when opportunities present themselves is critical to achieving outperformance.

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For more information on a separately managed account, please contact us.

Form ADV  |  Form CRS  |  Terms of Use

Note to Financial Advisors: Please contact your custodian/broker dealer to request that TOWFX and TOWTX be added to your broker dealer’s platform.  Advisor demand is necessary for Towpath Focus Fund and Towpath Technology Fund to be considered for your platform. Please contact us with any questions.

 

IMPORTANT INFORMATION:

There can be no guarantee that any strategy (risk management or otherwise) will be successful.  All investing involves risk, including potential loss of principal. “Prior Fund” does not represent the performance of Towpath Focus Fund.

Equity Risk: Equity security values held by the Fund may fall due to general market and economic conditions, perceptions regarding the industries in which the issuers of the securities participate or other factors relating to the companies.  

 

Limited History of Operations: The Fund is a new mutual fund and has a limited history of operations for investors to evaluate. 

Management Risk: The Fund is an actively managed portfolio. The Adviser will apply investment techniques and risk analyses in making investment decisions for the Fund, but there can be no guarantee that the Fund will achieve its investment objective. The Adviser may select investments that do not perform as anticipated by the Adviser. The Fund could lose value or its investment results could lag relevant benchmarks or other funds with similar objectives.

An investor should carefully consider Towpath Focus Fund's (TOWFX) investment objectives, risks, charges and expenses before investing. This and other important information about Towpath Focus Fund can be found by downloading the Fund’s prospectus and summary prospectus. To obtain a hard copy of the prospectus, please call Shareholder Services at  877-593-8637. Please read the prospectus carefully before investing.

An investor should carefully consider Towpath Technology Fund'
s (TOWTX) investment objectives, risks, charges and expenses before investing. This and other important information about Towpath Technology Fund can be found by downloading the Fund’s prospectus and summary prospectus. To obtain a hard copy of the prospectus, please call Shareholder Services at  877-593-8637. Please read the prospectus carefully before investing. 

Towpath Focus Fund (TOWFX) and Towpath Technology Fund (TOWTX) are distributed by Foreside Financial Services, LLC.

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