Although separately managed, each SMA is invested in the same companies, using Marshfield’s time-tested philosophy and process. For some accounts, it may take time — sometimes years — to become fully invested. In addition, due to the way we implement our buy discipline, even a “fully invested” account may hold a significant amount of cash. For more information, including an explanation of the time it may take to become fully invested, please contact Marshfield’s Marketing team or your Financial Adviser.
We serve as the investment adviser to the Marshfield Concentrated Opportunity Fund (ticker: MRFOX), which is managed according to the same investment philosophy and discipline as our separately managed accounts. For more information about the Fund please visit marshfieldfunds.com.
Mutual fund investing involves risk, and principal loss is possible. The Fund may not be appropriate for use as a complete investment program, and there is no assurance that the Fund will achieve its investment objectives.
Investors should consider the Fund’s investment objectives, risks, charges, and expenses before investing. The prospectus contains this and other information about the Fund and should be read carefully before investing. The prospectus may be obtained by visiting the Fund’s website via the link above or by calling 855-591-5288.
The Fund is distributed by Ultimus Fund Distributors, LLC (Member FINRA).
Control Number: 20240923-3874362
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