Investment Process

Our investment selection methodology is a multi-step process, with each step based on sound, time-tested value principles.

The following paragraphs outline our research process for both equity and fixed income securities:

The universe of equity and fixed income securities are first screened based on various valuation ratios and financial metrics to identify a group of candidates for fundamental research.

Next, we perform internally generated research on each candidate’s financial ratios, SEC filings and annual reports.

For securities that make it beyond the fundamental review, we conduct telephonic interviews and/or on-site meetings with senior management.

Investment candidates that embody our value style philosophy are then presented for review and approval by the Investment Committee.

Once the prospective investment candidate has been endorsed by the Investment Committee, an attractive entry point for purchasing the security is determined by a combination of technical and fundamental analysis and a full portfolio position is methodically established.

Risk management and sell discipline of portfolio holdings are then based on valuations, position size and fundamental deterioration.

Funds Snapshot

As of the close of trading March 23, 2017

Berwyn Fund

BERWX

$29.54

+0.32

Berwyn Income Fund

BERIX

$13.73

+0.01

Berwyn Cornerstone Fund

BERCX

$17.12

+0.00

Meet our team

Meet our team

Our seasoned investment professionals take the long-term view and put our shareholders first.

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