Our Views

CM Energy Industry Update - March 2017

Posted by CM Advisors on Mar 14, 2017 2:43:00 PM

 

Jim Brilliant, CFA® and Scott Van Den Berg, CFP® provide an update on our investments in the energy sector and what we see in the years ahead.  We believe that the case for oil and energy markets is bullish.

 

Disclosure

The thoughts and opinions expressed in the presentation are solely those of the persons speaking as of March 14, 2017. 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.

 

Topics: Commentary, Video, 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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