The Steinberg Funds
The Steinberg Value Equity Fund
The Steinberg Value Equity Fund seeks to provide long-term capital appreciation by investing in public companies that meet our strict investment criteria, and whose share price is trading at a discount to its intrinsic value.
Our research efforts are driven by the following principles:
• Bottom-up fundamental equity research
• Invest only in companies that are financially sound and generate free cash flow
• Focus on strong management and good corporate governance
• Diversify broadly across issuers and industries
The Steinberg High Yield Fund
The Steinberg High Yield Fund seeks to maximize total return by investing primarily in higher yielding corporate bonds and other securities. Our approach to the high yield market is consistent with the conservative, value–based investment philosophy that defines Lorne Steinberg Wealth Management.
Our research efforts are driven by the following principles:
• Bottom-up fundamental credit research
• Focus on higher quality, non-investment grade bonds
• Total return, not just income
• Diversify broadly across issuers and industries
Documents
The Steinberg Value Fund and the Steinberg High Yield Fund are sold through Subscription Agreement to investors who do not hold a managed account with the firm and who meet certain eligibility requirements.
Subscription Agreement: download Declaration of Trust: download
Company Brochure: download
To obtain a printed copy of any of the offering documents, please contact us.
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