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Value Investment was developed in the 1930s by Benjamin Graham, the tutor of Warren Buffett.

As value investors, we look for established, liquid and profitable companies that are trading at a substantial discount to their real value. More than 70 years of history shows that buying shares in such companies leads to significant outperformance over the longer term.

We conduct extensive research to assemble a dynamic portfolio of select companies from around the world. Our global investment mandate allows us to seek out the best opportunities and benefit from greater geographic diversification.


1 & 2 Year Performance Report

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The value of an investment may go down as well as up and an investor may not get back the full amount invested. Please note that past performance is no guide to future performance. An investment into the Fund may only be made on the basis of the information set out in the prospectus. Any material available is directed only at persons in the UK and is not an offer or invitation to buy or sell shares. Lowes Wealth Management Consulting Company, Inc. is not able to provide advice on investors' suitability for an investment in this Fund. Opinions expressed on this website represent the views of Lowes Wealth Consulting Company, Inc. at the time of publication. These are subject to change and should not be interpreted as investment advice.

The information on this web site is for guidance only and expert financial advice should be sought before making decisions on financial products. A potential investor should read and retain a copy of the relevant Simplified Prospectus prior to making any decision to invest. Both the Simplified Prospectus and Full Prospectus are available from the Download section on this website. The Authorised Corporate Director's Report for the Elite LWM East-West Value Fund is available free of charge by request from the Authorised Corporate Director.

The Elite LWM East-West Value Fund ("The Fund") is a UCITS III Open Ended Investment Company (OEIC) and is a sub-fund of The Elite LWM Portfolio Fund authorized as a Collective Investment Scheme – registration number: 485880.  The operator of the Fund is Way Fund Managers Ltd, authorized and regulated by the Financial Services Authority (Registration Number: 194147)
Address: Way Fund Managers Ltd,
Cedar House, 3 Cedar Park, Cobham Road
Wimborne, Dorset, BH21 7SB