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DGHM INVESTMENT TRUST

 

DGHM is a fundamental, value-driven equity investment manager utilizing a disciplined approach to purchase high-quality companies at compelling valuations.  We believe this tradeoff results in superior performance over the long run.  DGHM was founded in 1982 and currently manages $1.6 Billion* for institutional and high net worth clients across the capitalization spectrum. 

 

DGHM is committed to value creation for its clients over the long term.  The firm’s team of experienced and passionate sector specialists combines quantitative tools with rigorous fundamental analysis to attempt to generate excess returns with managed risk.

 

We are pleased to announce that DGHM has received its GIPS® Verification Statement from ACA Beacon Verification Services. A full copy of the Beacon’s report is available here.

 

Dalton, Greiner, Hartman, Maher & Co., LLC claims compliance with the CFA Institute Asset Manager Code of Professional Conduct.  This claim has not been verified by CFA Institute.

 

DGHM AllCap Value

Mutual Fund

DGHM V2000 SmallCap Value Mutual Fund

DGHM US AllCap Value Mutual Fund

How to Invest

 

DGHM AllCap Value Quarterly International Conference Calls:

 

1Q12 DGHM AllCap Value International Conference Call

4Q11 DGHM AllCap Value International Conference Call

3Q11 DGHM AllCap Value International Conference Call

2Q11 DGHM AllCap Value International Conference Call

1Q11 DGHM AllCap Value International Conference Call

 

DISTINGUISHING FEATURES

 

Experience

Our team of investment professionals average over 20 years of experience performing fundamental analysis. Our team is aligned with its investors in that we are owners in the firm, invested along-side our clients, and compensated directly on our performance. The team acts as a cohesive unit, investing across our product line. Low turnover of professionals has ensured continuity over our 30-year history.

 

Process Adherence

We are committed to our disciplined investment process and pay particular attention to risk mitigation. We have a long and successful track record managing institutional and individual assets with a value orientation, across the capitalization spectrum. All products have specific capacity limitations in order to ensure their style integrity.

 

Scale

Our scale allows us to leverage industry and Street contacts while remaining flexible to seize market opportunities.

 

Flexibility and Customization

We are committed to meeting the objectives of our clients. We welcome the opportunity to create customized solutions through separately managed accounts, and offer limited partnerships and mutual fund investment options as well.

 

Client Service

DGHM is firmly committed to open communication, transparency, and direct access to our team.

 

Important Disclosures

 

Each Fund's prospectus contains important information about the Fund's investment objectives, potential risks, management fees, charges and expenses, and other information and should be read and considered carefully before investing. The Fund's past performance does not guarantee 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. You may obtain a current copy of the DGHM AllCap Value and DGHM V2000 Small Cap Value Funds’ prospectus on this website or by calling 1-800-653-2839. Investment in the Fund is subject to investment risks, including, without limitation, market risk, management style risk, sector risk, issuer risk, and ETF risks. More information about these risks and other risks can be found in the Fund’s prospectus.

Distributed by First Dominion Capital Corp., Richmond, VA. Member FINRA.

The DGHM US AllCap Value Fund is distributed by Hereford Funds, Luxembourg. You may obtain a current copy of the DGHM US AllCap Value Fund prospectus by calling +352 404 770 260 or by visiting www.herefordfunds.com.

 

*DGHM AUM and Product Breakdown include third party platform assets for which DGHM does not have full conditional authority, and which have been excluded from the definition of the firm for GIPS purposes.