APPLX — Appleseed Fund
The Appleseed Fund primarily allocates its capital to common stocks of companies that its advisor, Pekin Hardy Strauss, Inc. (the "Advisor"), identifies as underpriced. When evaluating potential equity holdings, the Advisor's approach emphasizes a thorough appraisal of a company's worth, specifically seeking significant differences between its internal assessment of intrinsic value and the current market quotation of the investment. This fund maintains a concentrated, non-diversified portfolio.
Company profile
- Sector: Financial Services
- Industry: Asset Management
- Country: US
- Exchange: NASDAQ
Educational tool only — not investment advice.