Value fund uses dividend payers and 'self-help' stocks to beat its benchmark

and its Morningstar category average since the start of 2020 and over the past five years. The Milwaukee-based fund has a five-star rating from Morningstar.

The fund's success, McWey said, comes not just from finding the cheapest names in their category but in identifying the reasons a stock can move higher. "We think of investing as the price versus the quality versus the fundamental forecasting trade off. It's not just about the price, even if we are value investors," McWey said. "I think it's the marriage and the balancing of all three things."

Pro Can you explain the NakedShorts news surrounding AMC & GME please?

Pro Naked shorts yeah. - Melissa Lee, cnbc (2021)

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