June 20, 2016
In the article, “4 Little Medalists,” author Russell Kinnel cites the Berwyn Fund as a Morningstar small-cap medalist with a small asset base. Russell continues: “You can see its appeal in the way it held up in January and February 2016 when it lost much less than its peers.” Co-managers Robert Killen and Lee Grout were mentioned for their long tenure in the fund during a variety of markets.
The thoughts and opinions expressed in the article are solely those of the person speaking. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505. Read it carefully before investing. Distributed by IMST Distributors, LLC. The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.
Morningstar Medalists are funds that have been assigned a Morningstar Analyst Rating of Bronze, Silver, or Gold, meaning that those are the funds that Morningstar thinks are likely to outperform their category peer groups and appropriate benchmarks on a risk-adjusted basis over market cycles of at least five years.
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