A mutual fund is a professionally-managed investment vehicle that pools money from many investors to purchase securities.
Whatever the profile or strategy of the Fund, Investar invests for the Long term:
- Outperformance requires a long-term outlook with continuous adjustments to the portfolio
- Compounding is a powerful force: reasonable returns compounded over long periods can produce astonishing results and is more effective if large losses are avoided
- Costs have a significant impact on net returns and should be minimized
We believe that Asset Allocation (the mix of asset classes) is an important driver of return, allowing investors to reduce risk without necessarily sacrificing performance.