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Diversified Foreign Developed Economies

 

DFA International Small Cap Value (DISVX) is a no-load mutual fund designed to achieve long-term capital appreciation. The Portfolio pursues its objective by investing in the stocks of small non-US companies which the Advisor believes to be value stocks at the time of purchase. The Portfolio currently invests in companies in Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Hong Kong, Ireland, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, and United Kingdom.

First Eagle SOGEN Overseas Fund (SGOIX) seeks long-term growth of capital through investments primarily in equities issued by non-U. S. corporations. Management's research-driven process seeks to minimize risk by focusing on undervalued securities. Holdings consist mainly of stocks that trade in established foreign markets, but can include assets from developing countries. The Fund is widely diversified and has exhibited lower volatility than most other foreign funds. While closed to most new investors, this fund is available to FCVA clients.

Third Avenue International Value (TAVIX) seeks long-term capital appreciation by investing in the equity securities of well-financed, well-managed foreign companies believed to be priced below their intrinsic values. While closed to most new investors, this fund is available to FCVA clients.

 

 

 

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Financial Counselors of VA is an independent Registered Investment Advisor based in Portsmouth, VA, providing
fee-only financial planning services and investment management advice to individuals and families since 1985.

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