All resources are available in PDF format. You can download and print each document with ease.

FUND FACT SHEETS (Private Investors)

Our fund fact sheets provide information about specific fund performance, commentary, strategy, and more. To view a specific fund fact sheet, please select from the list below:

Preservation Trust Fact Sheet - CLASS B

Focused Opportunities Fund Fact Sheet

Patriot Trust Fact Sheet

HIGH CONVICTION IDEAS

Our high conviction ideas are updated semi-annually and contain information relating to a couple of the core positions across the Funds.  Click on the link below to view our most recent summary:

High Conviction Ideas (December 2011)

 

FUND FACT SHEETS (Investment Advisors & Retail Investors)
Our fund fact sheets designed for investment advisors and retail investors provide information about specific fund performance, commentary, strategy, and more. To view a specific fund fact sheet, please select from the list below:

Preservation Trust Fact Sheet (Class C)

Patriot Trust Fact Sheet (Class C)

ANNUAL & SEMI-ANNUAL COMMENTARIES

The annual/semi-annual reports provide our investors with commentaries on recent fund performance and outline our market outlook. To view a specific report, please select from the list below:

Preservation Trust Class B & Focused Opportunities Fund Year End Letter 2011

Patriot Trust Class B 2011 Year End Letter