Our Views

Fund Manager Says Oil Is Going Higher, Buy Oil Drillers

Posted by CM Advisors on Jul 9, 2018 11:35:23 AM

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Forbes interviewed Jim Brilliant on June 22, 2018 about our belief that oil prices are going higher and the opportunities that we see in energy.  In this interview Jim states that:

  • We believe that oil prices are going higher.
  • We believe that the IEA has underestimated demand for energy.
  • Energy demand from India and China is growing exponentially.
  • We are finding value in the offshore drillers.

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Disclosures 

The thoughts and opinions expressed in the article are solely those of the persons speaking as of  June 22, 2018. There can be no assurance with regard to future market movements. The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide viewers with an understanding of how the Fund's investment adviser manages the Fund's portfolio. There can be no assurance with regard to future market movements. Mutual fund investing involves risk. Principal loss is possible. The Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by calling 1-888-859-5856. Read it carefully before investing. Distributed by Ultimus Fund Distributors, LLC.

 

Net Expense Ratio 1.27%Gross Expense Ratio for CMFIX 0.89%

 

Gross Expense Ratio for CMOVX 1.47%

Performance data quoted represents past performance. Past performance does not guarantee future results. All performance assumes reinvestment of dividends and capital gains. The investment return and principal value of an investment will fluctuate so that investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For performance information current to the most recent month end, call 1-888-859-5856.

Russell 2000® Value Index measures the performance of those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values.  S&P 500® Index is a commonly recognized, market capitalization weighted index of 500 widely held equity securities, designed to measure broad U.S. equity performance. 

The Bloomberg Barclays Capital U.S. Aggregate Bond Index is weighted according to market capitalization. Treasury securities, mortgage-backed securities (MBS) foreign bonds, government agency bonds and corporate bonds are some of the categories included in the index. The bonds represented are medium term with an average maturity of about 4.57 years. In all, the index represents about 8,200 fixed-income securities with a total value of approximately $15 trillion (about 43% of the total U.S. bond market). You cannot invest directly in the Index.

CM Advisors Fixed Income Fund (CMFIX) Top Ten Holdings as of 3/31/2018:

 

CM Advisors Small Cap Value Fund Top Ten Holdings as of 2/28/2018:

 

 

 

 

 

Topics: News, Articles, Our Views

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Fixed Income, Value Approach

As a total total return bond fund, we have the flexiblity to invest in treasuries and corporate bonds of any maturity or credit quality. Given the current economic climate, we are focused on a mix of short-term U.S. Treasuries and corporate bonds. 

 

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