The fund seeks to provide investors with total return, with a
secondary investment objective of preserving capital. The fund will
invest in a diversified portfolio of U.S. corporate investment grade*
bonds, high yield bonds, and U.S. Government and Treasury securities.
Value starts with free cash flow
They do all their own homework in the hunt for undervalued corporate
bonds—those with low credit risk and wide spreads. Key to their credit
analysis is an evaluation of free cash flow because companies who
generate it well and allocate it wisely make the strongest case for
Research supports decisive investing
At Dolan McEniry, they do their own research—no relying on Wall
Street reports or ratings agencies. Their discovery and analysis process
is clear, focused and efficient, carried out day after day in pursuit
of exceptional returns year after year.
Contrarian mindset provides clarity
Their strategy keeps a clear eye on conservative investment
fundamentals rather than following a herd mentality or chasing trends.
They love a beaten down and out of favor company, as long as there is
safety in its cash flows. They believe that over time, long-term lending
is better than short-term trading.
Long-term focus wins client trust
Their singular focus has led a range of clients to trust them in
managing their assets, from foundations and endowments to pension funds
and wealthy families. Some of these relationships have lasted for years,
even decades. Their clients have confidence that their strategic
approach will balance risk and reward by focusing on value and investing
iMGP Fundsʼ investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be viewed here or by calling 1-800-960-0188. Read it carefully before investing.
Diversification does not assure a profit nor protect against loss in a declining market. Mutual fund investing involves risk. Principal loss is possible.
Potential risks include, but are not limited to, market risk, credit risk, liquidity risk, interest rate risk, and management risk. Outcomes depend on the skill of the sub-advisors and advisor and the allocation of assets among them. References to other mutual funds should not be deemed an offer to sell or solicitation of an offer to buy shares of such funds.