| Growth / Value / Income / Balanced / Intermediate Cash Management / International Income / International Growth |
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| Aletheia Growth |
The Aletheia Growth Portfolio is a managed investment portfolio that strives to achieve superior capital appreciation while substantially reducing risk. Aletheia will invest primarily in common stocks that represent diversified industry sectors and broad market capitalization. Opportunities are identified by the managers as a result of their proprietary research, which is performed through rigorous analysis of insider activity, fundamental data analysis, forensic accounting, investigative corporate research, and consultation of industry contacts. This methodology deviates substantially from traditional Wall Street research methods, which the managers believe are more reactive than proactive. The discipline of the managers is to anticipate investor perceptions, rather than react to them. In so doing, the managers frequently discover unusually attractive opportunities that they seek to exploit in pursuit of exceptional returns. |
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| Aletheia Value |
The Aletheia Value Portfolio invests in the fifty stocks that the managers have identified as having the most attractive combination of valuation, cash flow, and price relative to earnings. The managers analyze opportunities by reviewing balance sheets, cash flow statements and annual reports to uncover asset values and the potential for return on equity and investment that are not reflected in the price of the company's stock. The portfolio is designed to buy stocks that are significantly undervalued and to hold them until such time as they have reached full valuation based upon the managers' analysis. |
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| Aletheia Income |
The Aletheia Income Portfolio is a managed investment portfolio that strives to achieve significant current income and long-term capital appreciation while substantially reducing risk by investing in publicly traded securities. These primarily include common stocks, convertible preferred stock, real estate investment trusts, royalty trusts and debt securities. Aletheia will make investments in companies and in situations as to which the managers believe they have unique insights as a result of their own proprietary research. This research is performed through rigorous analysis of insider activity, fundamental data analysis, forensic accounting, investigative corporate research, and consultation of industry contacts. This methodology deviates substantially from traditional Wall Street research methods, which the managers believe are an impediment to finding the truth. It also frequently results in the discovery of unusually attractive investment opportunities which the managers seek to exploit in pursuit of exceptional returns. |
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| Aletheia Balanced |
The Aletheia Balanced Portfolio is a managed investment portfolio that strives to achieve superior total return while substantially reducing risk by investing in publicly traded securities that exhibit both capital appreciation and income producing potential. These primarily include common stocks, convertible preferred stocks, real estate investment trusts, royalty trusts and debt securities. Aletheia will make investments in companies and in situations as to which the managers believe they have unique insights as a result of their own proprietary research. This research is performed through rigorous analysis of insider activity, fundamental data analysis, forensic accounting, investigative corporate research, and consultation of industry contacts. This methodology deviates substantially from traditional Wall Street research methods, which the managers believe are more reactive than proactive. The discipline of the managers is to anticipate investor perceptions, rather than react to them. In so doing, the managers frequently discover unusually attractive opportunities that they seek to exploit in pursuit of exceptional returns. |
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| Aletheia Intermediate Cash Management |
The Aletheia Intermediate Cash Management Portfolio is a managed investment portfolio that strives to achieve current income and short-term capital appreciation by investing in the Aletheia Income Portfolio, Treasury Bills, as well as a portfolio of international bonds principally denominated in foreign currencies. The Portfolio is diversified geographically to increase return potential and mitigate risk. Aletheia utilizes their own proprietary research that includes fundamental data analysis, forensic accounting, investigative corporate research, and consultation of industry contacts. This methodology deviates substantially from traditional Wall Street research methods, which the managers believe are an impediment to finding the truth. It also frequently results in the discovery of unusually attractive investment opportunities which the managers seek to exploit in pursuit of exceptional returns. |
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| Aletheia International Income |
The Aletheia International Income Portfolio is a managed investment portfolio that strives to achieve current income and long-term capital appreciation by investing in a portfolio of international bonds principally denominated in foreign currencies. Aletheia will make investments in countries that appear to offer currency appreciation potential relative to the dollar. The Portfolio is diversified geographically to increase return potential and mitigate risk. Aletheia utilizes their own proprietary research that includes fundamental data analysis, forensic accounting, investigative corporate research, and consultation of industry contacts. This methodology deviates substantially from traditional Wall Street research methods, which the managers believe are an impediment to finding the truth. It also frequently results in the discovery of unusually attractive investment opportunities which the managers seek to exploit in pursuit of exceptional returns. |
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| Aletheia International Growth |
The Aletheia International Portfolio is a managed investment portfolio that strives to achieve superior capital appreciation from investments in international securities. Aletheia will make investments in companies and in situations as to which the managers believe they have unique insights as a result of their own proprietary research. This research is performed through rigorous analysis of insider activity, fundamental data analysis, forensic accounting, investigative corporate research, and consultation of industry contacts. This methodology deviates substantially from traditional Wall Street research methods, which the managers believe are more reactive than proactive. The discipline of the managers is to anticipate investor perceptions, rather than react to them. In so doing, the managers frequently discover unusually attractive opportunities that they seek to exploit in pursuit of exceptional returns. |
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