institutional

Concentrated Global Equity

The investment approach is global value-oriented security selection. The team seek securities of good businesses that are out of favor with investors and misunderstood, causing them to trade at a substantial discount to intrinsic value. While the strategy primarily utilizes equity securities, the holdings may also include equity-linked and debt securities that have attractive risk / reward characteristics. The team’s fundamental analysis emphasizes the durability of a business franchise, its normalized earnings power, balance sheet strength, and the track record of management in capital allocation. In identifying and valuing securities, the focus is on measures of cash flow and, when appropriate, replacement or liquidation value.

team

Mutual Funds

You are about to leave the Private Wealth Management section of the website. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the Tocqueville Trust Mutual Funds. Please consider the investment objectives, risks, and charges and expenses of any Mutual Fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Mutual Fund section of the website, by contacting an authorized broker/dealer, or by calling 1-800-697-3863.Please read the prospectus carefully before you invest. By accepting you will be leaving the Private Wealth Management section of the website.

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