Why value investing?
At Forester, our strategy of value investing selects stocks that we believe are undervalued in the market. At times, the market overreacts to good and bad news, resulting in stock price movements that do not correspond with the company’s long-term fundamentals. This provides potential opportunities for value investors to profit by buying when the price is deflated. We believe investors will benefit over the long-term by adding value investing to their portfolio.
Performance data quoted represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate, and when sold, your investment may be worth more or less than its original cost.
Performance current to the most recent month-end may be lower or higher than performance quoted and can be obtained by calling 800-388-0365. Performance for periods less than one year is not annualized.
Q2 MANAGER COMMENTARY
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Fund Reference interview with Tom Forester 7/23/15
Financial Times carries story on FVALX 2/19/15
Forbes Wally Forbes interviews Tom Forester on FVALX 2/12/15
Barron's Tom Forester cited in "Weekday Trader" 2/11/15
Reuters TV "Investment Strategies" interview with Tom Forester 2/10/15
The Street interviews Tom Forester (video) 2/5/15
Kiplinger Tom Forester quoted in "Stock Watch" column 1/15/15
Bloomberg Tom Forester quoted on investment environment 1/5/15
Reuters TV "Investment Strategies" interview with Tom Forester 9/22/14
The Street interviews Tom Forester (video) 9/10/14
CNBC Tom Forester on "Closing Bell" (video) 9/10/14
Forbes Wally Forbes interviews Tom Forester on FVALX 9/4/14
Kiplingers Tom Forester quoted in cover story 5/6/14
Forbes "How to make money in any market" interview 12/5/13
Reuters TV "Wealth Strategies" interview with Tom Forester 9/16/13
Bloomberg Tom Forester among "Standout value managers" 7/26/13
USA Today FVALX cited in "Long-Short Funds" 4/19/13
MarketWatch Tom Forester quoted in Q1 review 4/1/13
Barrons Tom Forester quoted in "Weekday Trader" 3/12/13
CNN Money Tom Forester quoted in "Investor's Guide 2013" 1/15/13
Bloomberg Tom Forester quoted in "2013 Investing issue" 12/24/12
Moneylife Radio Interview with Tom Forester 12/5/12
The Street Tom Forester quoted on "No. 2 stocks" 11/26/12
Smart Money Tom Forester quoted in "Runner-up" stocks 8/15/12