Fuller & Thaler Behavioral Unconstrained Equity Fund

Overview

U.S. all-cap mutual fund seeks long-term capital appreciation.

  • As an “unconstrained” fund, stock selection is driven primarily by long-term capital appreciation potential. 

  • Seeks to capitalize on behavioral biases that may cause the market to over-react to old, negative information or under-react to new, positive information. 

  • Looks for companies with:

    • significant insider buying or stock repurchases (over-reaction)

    • large earnings surprises (under-reaction)​

  • Invests in domestic stocks with market capitalization similar to those included in the Russell 3000® Index

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