OSCV

OSCV is actively managed to invest small cap stocks and REITs. The fund's advisor selects across sectors by combining fundamental research with factor-based analysis to select high quality, growing companies that are also undervalued. Selected firms should have a sound business model, higher ROE, strong balance sheets, and shareholder-friendly management. The growth factor is determined by sales, earnings, cash flow, and dividends while undervalued stocks are identified by lower P/E and higher yields than peers. Positions will be sold when the fund's advisor perceives a security no longer to be higher quality, no longer undervalued, or no longer a small-cap company.