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Forester
Value Fund
The Forester
Value Fund was
proud to have
earned the top
spot for 2004
and 2002 in
Morningstar's
Large Cap Value
category. The
Fund has been
uniquely
positive for 7
of the past 8
years,
while the S&P
500 has only
been positive in
5 of the last 7
years.
The Fund
generally buys
stocks with
exceptional
appreciation
potential, due
to the stock's
price being
significantly
below the
intrinsic value
of the company.
The Fund views
these stocks as
bargain stocks.
The Fund seeks
to purchase the
best bargain
stocks in each
market sector.
This diversifies
the portfolio
while
maintaining the
focus on bargain
stocks.
The Fund buys
more earnings,
assets and
dividends than
the overall
market, with
each investment
dollar.
This allows the
Fund to start
with a lead
versus the
market and not
have to rely as
much on future
growth.
The Fund focuses
on stock
fundamentals,
instead of the
psychology
surrounding an
individual
stock.
Mr. Forester
believes that by
buying more
earnings, assets
and dividends
with each
investment
dollar, he
should do well
against his
peers and the
market.
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