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Forester Funds (Cap value) in Active Trader Links Directory

The Forester Value Fund was proud to have earned the top spot for 2004 and 2002 in Morningstars Large Cap Value category. The Fund has been uniquely positive for 7 straight years, while the S&P 500 has only been positive in 4 of the last 7 years. The Fund generally buys stocks with exceptional appreciation potential, due to the stocks price being significantly below the intrinsic value of the company. The Fund views these stocks as bargain stocks. The Fund seeks to purchase the best bargain stocks in each market sector. This diversifies the portfolio while maintaining the focus on bargain stocks. The Fund buys more earnings, assets and dividends than the overall market, with each investment dollar. This allows the Fund to start with a lead versus the market and not have to rely as much on future growth. The Fund focuses on stock fundamentals, instead of the psychology surrounding an individual stock. Below are some examples of bargain stocks that did well for the fund. Cardinal Health recovered nicely during the second half of 2004 after investors realized that its earnings would not be penalized as much as feared in moving to its new distribution model. Lehman Brothers had a strong year as continued low interest rates helped its bond business and other businesses including asset management. ConocoPhillips Oil benefited from increased Chinese oil demand as well as several hurricanes this season in the Gulf of Mexico which tightened demand and saw oil soar to over $55 a barrel. Mr. Forester believes that by buying more earnings, assets and dividends with each investment dollar, he should do well against his peers and the market.

Telephone: 800-388-0365
Website: http://www.forestervalue.com/