The BM&O Partners Fund employs a concentrated, unconstrained investment approach intent on compounding investor capital at an attractive absolute and relative rate over the long term. The Partners Fund seeks to purchase the securities of companies when a company’s share price does not reflect our estimate of its intrinsic value. Through intensive fundamental research, we construct a diversified portfolio that strives to achieve attractive upside potential while at the same time mitigating risk to protect our shareholders' investments.The Partners Fund was originally established in April 1991 as a commingled fund and was converted into a mutual fund in December 2009. The Partners Fund is a series of the Forum Funds Trust, a registered, open-end management investment company under the Investment Company Act of 1940. Beck, Mack & Oliver LLC is the investment adviser to the Partners Fund.
There is no assurance that the Partners Fund will achieve its investment objective. The risks associated with the Partners Fund include: equity and convertible securities risk, foreign securities risk, management risk, debt securities risk, non-investment grade securities risk, liquidity risk and non-diversification risk. The Partners Fund may invest in small and mid-sized capitalization companies, which carry greater risk than is customarily associated with larger companies.
For more complete information about the Partners Fund, including risks, fees and expenses, download a prospectus from this site or call (800) 943-6786. Read the prospectus carefully before investing. This website is not a solicitation for the Partners Fund outside of the United States. Foreside Fund Services, LLC, distributor.