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Copley Fund

What Set's Us Apart

Appreciation and Resiliency Strategy, plus a Tax-Savvy Structure

The Fund began operations in 1974 and is managed today by an experienced Portfolio Manager, Jim Mulvey and Senior Analysts, Jared Wein and Andrew Sidoti. Jim Mulvey has over 30 years’ experience in managing fundamental US Equity mandates.

The strategy seeks to invest in quality businesses at the right price and holds them for the long-term. We invest in businesses trading below our determination of absolute valuation. This valuation is highly conservative, with three built-in “margin of safety” factors and a focus on free cash flow generation. Portfolio construction results in a relatively concentrated portfolio built to perform well in most market environments.

The Fund is structured as a C-Corp versus the typical mutual fund’s Regulated Investment Company (RIC) structure. RICs pass through capital gains, dividends, or interest earned to individual investors. Copley Fund may be subject to lower tax rates than an individual investor.

The Fund trades each day at Net Asset Value as it is continuously offering shares for purchase and redemption with a common Open-end mutual fund structure.

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Disclosures

AN INVESTOR SHOULD CONSIDER THE INVESTMENT OBJECTIVES, RISKS, AND CHARGES AND EXPENSES OF THE FUND CAREFULLY BEFORE INVESTING. THE PROSPECTUS CONTAINS THIS AND OTHER INFORMATION ABOUT THE FUND. A COPY OF THE PROSPECTUS IS AVAILABLE IN THE DOCUMENT LIBRARY OR BY CALLING SHAREHOLDER SERVICES AT 1-888-484-5766. THE PROSPECTUS SHOULD BE READ CAREFULLY BEFORE INVESTING.
Investing involves risk, including loss of principal. There is no guarantee that this, or any investing strategy will be successful. There is risk that undervalued securities may not appreciate in value as anticipated or remain undervalued for long periods of time.
The performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end, please call toll-free 1-888-484-5766
DCM Advisors does not provide tax advice. Please consult your tax advisor before making any decisions or taking any action based on this information.
The Fund may not be available for sale in all states. The information presented on this page is not an offer to sell or a solicitation of an offer to purchase the Fund.

Performance

Russell 1000 Value Index measures the performance of the large-cap value segment of the U.S. equity universe. It includes those Russell 1000 companies with lower price-to-book ratios and lower expected and historical growth rates. S&P 500 Index is a stock market index tracking the performance of 500 large companies listed on stock exchanges in the United States. It is one of the most commonly followed equity indices.
The performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling (888) 484-5766.

Russell 1000 Value Index measures the performance of the large-cap value segment of the U.S. equity universe. It includes those Russell 1000 companies with lower price-to-book ratios and lower expected and historical growth rates. S&P 500 Index is a stock market index tracking the performance of 500 large companies listed on stock exchanges in the United States. It is one of the most commonly followed equity indices.
The performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling (888) 484-5766.


Fees

DCM Advisors, LLC (the “Advisor”) entered into an Expense Limitation Agreement with the DCM/INNOVA Fund under which it has contractually agreed to reduce the amount of the investment advisory fees to be paid to the Advisor by the DCM/INNOVA Fund and to assume other expenses of the DCM/INNOVA Fund, if necessary, in an amount that limits the DCM/INNOVA Fund’s annual operating expenses to not more than 1.50% of the average daily net assets of the DCM/INNOVA Fund for the period ending December 31, 2023. The Expense Limitation Agreement may not be terminated prior to that date without the approval of the Board of Trustees (the “Board” or “Trustees”) of Centaur Mutual Funds Trust (the “Trust")

Portfolio Stats

Risk Measures

Standard Deviation measures the average a return series deviates from its mean. It is often used as a measure of risk. When a fund has high standard deviation, the predicted range of performance implies greater volatility.
Beta is a measure of the volatility, or systematic risk of a security or a portfolio in comparison to the market as a whole.

Max Drawdown

Downside Capture

Downside Capture measures a manager’s performance in down markets relative to the market.

Top 10 Holdings

Sector Breakdown

Top 5 Quarterly Contributors

Top 5 Quarterly Detractors

Distributions

The fund has no distributions

Regulatory Docs

Stay in the Loop

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