The Investment House Growth Fund (TIHGX) seeks long-term capital appreciation. The central premise of the Fund’s investment style is “growth at a reasonable price” or “GARP.” The Fund invests primarily in a diversified portfolio of common stocks from small-, medium- and large-capitalization companies. While it is anticipated that the Fund invests across a range of industries, certain sectors are likely to be overweight compared to others because the Adviser seeks best investment opportunities regardless of sector.
We are Thematic Investors looking to compound capital over the long term. Our investment history described as Early Insights into Long-Term Trends. Identifying these trends early is designed to place our portfolio in the Path of Societal Progress and allows us to look for and invest in Productivity Enhancers with broad distribution and high barriers to entry. Productivity enhancers improve our quality of life.
The Fund’s investment strategy is designed to achieve long-term capital growth by identifying long wave growth in the world economy, and finding what we believe to be the very best positioned, managed, and capitalized corporate entities driving them. We are constantly searching for great companies powering the most important engines of long-term economic growth.
Market Risk & Manager Risk: An investment in the Fund is subject to fluctuations in value due to business and economic developments. The Fund is subject to manager risk which is the risk of poor security selection or focus on securities in a particular sector, category, or group of companies that underperform relevant benchmarks or other funds with a similar investment objective.
Sector Risk: If the Fund’s portfolio is overweighted in a certain sector, any negative development affecting that sector will have a greater impact on the Fund than a fund that is not overweighted in that sector. For example, to the extent the Fund is overweighted in the technology sector or the health care sector, it will be affected by developments affecting the applicable sector. These sectors are subject to changing government regulations that may limit profits and restrict services offered. Companies in these sectors also may be significantly affected by intense competition. In addition, technology and health care products may be subject to rapid obsolescence.
The Investment House Funds
300 Corporate Pointe, Suite 380 Culver City, CA 90230
For More Information About The Fund:
An investor should carefully consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund, and is available by calling 1-888-456-9518 or can be downloaded from the How To Invest section or the Additional Fund Documents link on this site. Please read the prospectus carefully before investing. The Fund is distributed by Ultimus Fund Distributors, LLC.
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The Investment House Funds