The Roumell Opportunistic Value Fund
The Roumell Opportunistic Value Fund ("A" share/RAMVX, Institutional share/RAMSX) follows the same deep-value,
Opportunistic Capital Allocation (OCA)
strategy that we have adhered to since 1998. The Roumell Opportunistic Value Fund seeks to achieve
its objective by holding a combination of equity, debt and cash
reflecting a broad mandate to pursue value where
we find it. In the absence of sufficient investment opportunities, the Fund will hold cash.
The Fund is managed by Jim Roumell.
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Price and Performance Data
*Please note that institutional shares purchased at Raymond James, Charles Schwab and Fidelity are not subject to the $500,000 minimum indicated above. Roumell may waive or reduce the minimum at its sole discretion.
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Founded in 1998, Roumell Asset Management, LLC is a deep-value investment manager located in metropolitan Washington, D.C. The firm manages the Roumell Opportunistic Value Fund, as well as separately managed equity, balanced and fixed income accounts. The firm's clients include individuals and corporations.
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