value fund

noun

1. a mutual fund that invests primarily in stocks that are undervalued and whose share price is likely to rise.

Word History and Origins

Origin of value fund¹

First recorded in 1920–25

Example Sentences

"He's probably going to be the chief consolidator of European banking," said Cole Smead, CEO of Arizona-based Smead Capital Management, whose UniCredit holding accounts for more than 7% of its $105 million International Value Fund.

From Reuters

Massimo Baggiani of London-based Niche AM, which manages a value fund focused on electric mobility, said the deal comes at "complicated if not belligerent times" for relations between Europe and China.

From Reuters

Brian Frank, portfolio manager of the Frank Value fund, which has positions in Tyson Foods and Arcos Dorados, the largest McDonald's franchisee in the world, said he will look to build stakes in stocks that take a Wegovy-related hit.

From Reuters

Its U.S. dollar-denominated Dynamic Value Fund jumped 21% in November, 5% in December and a further 9% in the first two weeks of January.

From Reuters

Infinity Q liquidated its mutual funds after the SEC found that the firm's founder and former chief investment officer, James Velissaris, made potentially unreasonable adjustments to a pricing model used to value fund investments.

From Reuters