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

Marshfield Concentrated Opportunity focuses on investing in common shares of American companies, emphasizing those deemed undervalued. The fund employs a concentrated portfolio strategy, allowing flexibility across various market capitalizations.

Products and Services

• Invests in common shares of U.S. companies
• Targets undervalued businesses through rigorous analysis
• Non-diversified fund with a concentrated portfolio approach

Growth Outlook

• Market capitalization stands at approximately $1.28 billion
• Stock price has ranged from $32.67 to $36.46 in the past year
• Dividend yield of 1.54% reflects commitment to shareholder returns

Financial Highlights

• Recent quarterly data remains undisclosed
• Trailing twelve months show a dividend per share of $0.5555
• Stable stock price performance with a beta of 0.51

Marshfield Concentrated Opportunity operates within the asset management industry, leveraging a unique investment strategy that focuses on identifying undervalued companies. The fund's flexibility allows it to invest across a spectrum of market capitalizations, from large-cap to smaller enterprises. The recent stock price performance indicates stability, with a relatively low beta suggesting less volatility compared to the overall market. The commitment to returning value to shareholders is evident through the dividend yield, which stands at 1.54%. Despite the absence of recent quarterly financial disclosures, the fund's strategic approach and market positioning present a compelling opportunity for potential investors.