Our Four Guiding Principles:
Disciplined Value Investing
We believe the best way to generate strong returns is to pursue only our best ideas, to minimize downside risk is minimal, to seek out underappreciated value, and to invest in high quality companies where we expect value to grow over the long term.
Socially Responsible Investing
We will screen the Fund’s investments for social and environmental responsibility. We do not think investors should accept lower returns in order to accomplish this goal.
Low Shareholder Expenses
We are committed to minimizing shareholder expenses. Currently, the Appleseed Fund is a no-load mutual fund with an annual expense cap of 0.90%.
Portfolio Manager Ownership
When we invest in a company, we like to see insiders own a significant percentage of the company; we assume our own shareholders expect the same of us. The portfolio managers of the Appleseed Fund own more than 10% of the Fund’s outstanding shares.
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