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Value oriented portfolio of small cap equity holdings

Small-Mid Cap Value

Value oriented portfolio of small-mid cap equity holdings

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Value oriented portfolio of mid cap equity holdings

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Value oriented portfolio of large cap equity holdings

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Value oriented portfolio of all cap equity holdings paying high and growing dividend yields

Focused Absolute Value®

Value oriented portfolio of all cap equity holdings

August 1, 2019

Sol Price: Retail Revolutionary & Social Innovator

Robert E. Price

It is rare for an individual to succeed with a new retailing format let alone two different models. However, Sol Price changed the way people shop and the way retailers operate by creating the discount retail model with FedMart, in the 1950s, and the warehouse club model with Price Club, in the 1970s. His ideas influenced many of the most successful retailers in history including Sam Walton (Walmart), Bernard Marcus (Home Depot), and Jim Sinegal (Costco). At the core of his success was the notion that his companies maintained a professional fiduciary relationship with their customers. He felt that he was representing the customers and that he had a duty to be very honest and fair with them. This idea along with many other Sol Price ideas can be most directly observed at Costco today, which acquired Price Club in 1993.

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