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Investment Strategy

ValueVest Capital is a private investment fund following value investing principles developed over 25 years. The investment objective of the fund is to achieve growth and income over a long-term investment horizon by utilizing factors-based stock screening to select securities that possess value, quality and strong fundamentals that are diversified across global market sectors.


The fund will harness portfolio income through dividends, interest and opportunistic options-based strategy to augment total returns. The fund will seek to actively manage sector allocation and find opportunities to participate in defensive and/or cyclical trends given relevant market cycles.

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