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The Edgar Lomax Company

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The Edgar Lomax Company

Overview:

The Edgar Lomax Value Fund invests primarily in large-cap, well-recognized companies (from the S&P 500) which the fund manager believes are undervalued. Selected stocks typically have lengthy histories of consistent corporate earnings, stable dividends, and healthy balance sheets due to conservative financing. The holdings are characterized by low price-to-earnings and price-to-book ratios, high dividend yields, and low to moderate debt-to-equity ratios.

The goal of the Fund’s investment strategy is to obtain the highest possible return with the lowest possible risk. To accomplish this, a disciplined, fundamental-based stock picking process is used to identify firms whose stocks are selling at prices below what the manager estimates they are worth. Put simply, the fund manager is able to buy—at “bargain” prices—stock in companies it believes to be of the highest quality, merely because the investment community has temporarily overlooked the companies’ true value. The resulting portfolio is designed to perform well in down markets, while fully participating in rising markets.

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