Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund(NASDAQMUTFUND) MRFOX

Marshfield Concentrated Opportunity is an asset management fund that focuses on investing in undervalued American companies. The fund employs a concentrated portfolio strategy, allowing for flexibility across various market capitalizations.

Products and Services

• Invests in common shares of American companies
• Focuses on undervalued businesses through rigorous analysis
• Non-diversified fund with a concentrated portfolio approach

Growth Outlook

• Market capitalization stands at approximately $1.26 billion
• Stock price has ranged from $32.67 to $36.46 in the past year
• Dividend yield of 1.57% reflects commitment to returning value

Financial Highlights

• Recent dividend paid is $0.5555 per share
• Trailing twelve months show consistent revenue generation
• Beta of 0.51 indicates lower volatility compared to the market

Marshfield Concentrated Opportunity aims to capitalize on market inefficiencies by identifying companies that are undervalued relative to their intrinsic worth. The fund's strategy allows it to invest across a wide range of company sizes, from established industry leaders to smaller, emerging firms. The recent stock price performance and dividend yield suggest a stable investment opportunity within the asset management sector. The fund's lower beta indicates a potential for reduced risk, making it an attractive option for investors seeking a concentrated investment strategy.