Kiplinger recognizes the Selective Opportunity Fund


Thanks Kiplinger for recognizing our Fund in the “Best of Funds” category!

As of 12/31/18, the Selective Opportunity Fund’s (SLCTX) average annual returns were 8.74% for the 1 year period and 12.23% since inception on 1/31/17.

Performance data quoted represents past performance.  Past performance does not guarantee future results.  The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.  Current performance may be lower or higher than the performance data quoted.  Investors may obtain performance data current to the most recent month-end by calling 434-515-1517. The Fund’s gross expense ratio is 1.52%.

As of 12/31/18, the Fund’s top 10 holdings were:

Position % of Portfolio
Alibaba Group Holdings 10.9
Alphabet Inc. 10.7
DocuSign Inc. 9.6
Bank OZK 9.3
Pivotal Software Inc. 8.0
Zillow Group Inc. 5.7
Optiva Inc 5.0
Splunk Inc. 4.9
Discover Financial 4.9
Facebook Inc. 4.9

Holdings are subject to change.

Investors should carefully consider the investment objectives, risks, and charges and expenses of the Fund before investing.  The prospectus contains this and other information about the Fund, and it should be read carefully before investing.  Investors may obtain a copy of the prospectus by calling 434-515-1517.  The Selective Opportunity Fund is distributed by Ultimus Fund Distributors, LLC.

Investing involves risk, including loss of principal.

Exclusive Manager Interview on Facebook

Exclusive Manager Interview on Facebook

This interview was originally published on SumZero. Click here to see the interview in its original format.

Christopher Devlin founded Selective Wealth Management in 2009, after a brief stint as a nuclear engineer. The firm's investment methodology focuses on investing in companies with six common characteristics: 1. Lasting Products of Services, 2. Durable Competitive Advantage, 3. Highly Profitable, 4. Prudent Debt Levels, 5. Skillful Reinvestment of Earnings, and 6. World Class Management. …