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To enable individual investors to benefit from the expertise we provide to our
institutional clients we also offer two mutual funds. One mutual fund invests
in securitized commercial real estate stocks, and the other mutual fund
invests in the stocks of small companies. Both funds are designed to deliver
attractive long-term returns with low turnover and moderate risk. For more
detailed information, please see the links below.
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The investment objective of the
Phocas Real Estate Fund
is long-term total investment returns through a combination of capital
appreciation and current income. Our dedicated real estate fund is
composed of the stocks of 25 to 40 securitized commercial real estate
companies that are projected to deliver attractive long-term total
returns with moderate investment risk.
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The investment objective of the Phocas Small Cap Value Fund
is long-term investment returns from capital appreciation from investing in
Small Cap Value stocks. Our refined investment methodology seeks sound small
cap equities that are significantly undervalued relative to their
business fundamentals and peer group.
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Learn More...
Please refer to the prospectus for important information about the investment company including investment objectives, risks, charges and expenses.
The Phocas Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Phocas Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Mutual fund investing involves risk; principal loss is possible. The Funds invest in foreign securities which involves political, economic and currency risks, greater volatility, and differences in accounting methods. The Small Cap Value Fund invests in smaller companies which involve additional risks such as limited liquidity and greater volatility. The Real Estate Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund. The Real Estate Fund is exposed to the same risks that are associated with the direct ownership of real estate including, but not limited to, a general decline in the value of real estate, fluctuations in rental income, changes in interest rates, increases in property taxes, increased operating costs, overbuilding, changes in zoning laws, and changes in consumer demand for real estate.
Phocas Financial is the adviser to the Phocas mutual funds which are distributed by Quasar Distributors, LLC.