Fund Highlights

Ticker

GOWLX

Cusip

92046L817

Objective

Long-Term Capital Appreciation

Minimum Investment

$2,500

Advisor

Kovitz Investment Group, LLC

Literature

Annual Report
Prospectus
SAI
XBRL*


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The Green Owl Intrinsic Value Fund strives to maximize returns through the application of our intrinsic value equity selection philosophy. Our diligent investment process focuses on capturing excess return while managing risk. We decide to buy, sell, and hold stocks based on how the business’s intrinsic value (the discounted value of the sum of future cash flows) compares to the market price of the stock, regardless of the market environment or economic backdrop. We select securities in the same way we would evaluate a business for acquisition in its entirety.

Recent News

*XBRL is a new regulatory filing required by the SEC. The current file format is not in a readable format, and is not required to be readable at this time. To view in a readable format, you may visit the SEC website at www.sec.gov.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-888-695-3729. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA)