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.

Q1 MANAGER COMMENTARY

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