Foundry Partners Fundamental Small Cap Value Fund

We believe consistent and potentially identifiable mispricing exists between stocks within industries and by utilizing a disciplined investment process we can capitalize on this observation.

We take a three pronged approach:

  • Multiple Driven:  we search the universe for contrarian out of favor companies
  • Price & Earnings:  momentum and earnings revisions help with timing and avoiding value traps
  • Financials:  ensure the company is temporarily undervalued and not in a secular decline

The investment objective of the Fund is long-term capital appreciation. The Fund invests primarily in a diversified portfolio of equity securities of companies that are similar in market capitalization to those listed on the Russell 2000 Value Index. The Russell 2000 Index is a widely recognized unmanaged index that measure the performance of the small-cap segment of the U.S. equity universe. Foundry Partners, the Fund’s adviser, seeks to find overlooked companies with low price-to-earnings (“P/E”) ratios, solid financial strength and strong management that are selling below their intrinsic value.

Foundry Partners Fundamental Small Cap Value Fund:  

Investor Class – DRSVX

Institutional Class – DRISX

Investing involves risk, including loss of principal. Small cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. P/E is computed by taking the price of the stock divided by the current earnings-per-share. Companies with high P/E ratios are more likely to be considered “risky” investments.

An investor should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing money. This and other important information about the Fund can be found in the Fund’s prospectus. Please read the prospectus carefully before investing. The Fund is distributed by Ultimus Fund Distributors, LLC. Foundry Partners, LLC is not affiliated with Ultimus Fund Distributors, LLC.  

Check the background of the Fund’s distributor, Ultimus Fund Distributors, LLC, on FINRA’s BrokerCheck.

Mutual Fund Resources

button_account_accessTo obtain additional information, please call shareholder services at 1-800-247-1014.