Welcome To Summitry Funds

Meet The Team

Get to know the team behind our GGEFX fund

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Holdings and allocations of GGEFX

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How To Invest

Get information on how to invest in GGEFX

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Obtain Fund Documents For GGEFX

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About Summitry Funds

Summitry Equity Funds (symbol: GGEFX) is managed by Summitry, an independent investment management firm established in 2003. In addition to the Fund, Summitry offers investment services to families, individuals, foundations, and endowments. The Fund holds a diversified stock portfolio managed under the same strategy that Summitry uses for its private asset management clients.

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You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing.  The Fund’s Prospectus contains this and other information about the Fund, and should be read carefully before investing.  You may obtain a current copy of the Fund’s prospectus by calling 1-866-954-6682. Past performance is no guarantee of 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.  Diversification does not ensure a profit or guarantee against loss.

Summitry computes the intrinsic value of a business as the present value of its future cash flows, as estimated by Summitry’s research team. Summitry believes that purchasing stocks at a discount of estimated intrinsic value provides a margin of safety and potential for upside.

Distributed by Ultimus Fund Distributors, LLC (Member FINRA)

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