Manager's Letters

Manager’s Letters

PDF2025 1H Manager's Letter

PDF2024 2H Manager's Letter

PDF2024 1H Manager's Letter

PDF2023 2H Manager's Letter

PDF2023 1H Manager's Letter

PDF2022 2H Manager's Letter

PDF2022 1H Manager's Letter

PDF2021 2H Manager's Letter

PDF2021 1H Manager's Letter

PDF2020 2H Manager's Letter

PDF2020 1H Manager's Letter

PDF2019 2H Manager's Letter

PDF2019 1H Manager's Letter

PDF2018 2H Manager's Letter

PDF2018 1H Manager's Letter

PDF2017 4Q Manager's Letter

PDF2017 2Q Manager's Letter

PDF2017 1Q Manager's Letter

PDF2016 4Q Manager's Letter

PDF2016 3Q Manager's Letter

PDF2016 2Q Manager's Letter

PDF2016 1Q Manager's Letter

PDF2015 4Q Manager's Letter

PDF2015 3Q Manager's Letter

PDF2015 2Q Manager's Letter

PDF2015 1Q Manager's Letter

PDF2014 4Q Manager's Letter

PDF2014 3Q Manager's Letter

PDF2014 2Q Manager's Letter

PDF2014 1Q Manager's Letter

PDF2013 4Q Manager's Letter

PDF2013 3Q Manager's Letter

PDF2013 2Q Manager's Letter

PDF2013 1Q Manager's Letter

PDF2012 4Q Manager's Letter

PDF2012 3Q Manager's Letter

PDF2012 2Q Manager's Letter

PDF2012 1Q Manager's Letter

PDF2011 4Q Manager's Letter

Aegis In The News

TIP651: VALUE INVESTING IN A GROWTH-OBSESSED MARKET W/ SCOTT BARBEE

KYLE GRIEVE

WE STUDY BILLIONAIRES

10 AUG. 2024. WEB

LINK TO STORY

THE GREAT FUND FACE-OFF

LEWIS BRAHAM

BARRON’S

DOW JONES & COMPANY, INC.

4 JULY. 2024. WEB

LINK TO STORY

LOOKING FOR VALUE STOCKS? SOME LESSONS FROM THE MASTERS

NORMAN ROTHERY

THE GLOBE AND MAIL

21 APR. 2024. WEB

IN CONVERSATION WITH SCOTT BARBEE, PORTFOLIO MANAGER AT AEGIS VALUE FUND (AVALX)

DEVESH SHAH

MUTUAL FUND OBSERVER

12 AUG. 2023. WEB

THIS TOP SMALL VALUE FUND FINDS BARGAINS IN GOLD MINERS, OIL, AND RETAIL

LEWIS BRAHAM

BARRON’S
DOW JONES & COMPANY, INC.

20 JUNE. 2023. WEB

LINK TO STORY

BEST STOCK-FUND MANAGERS OF 2022

SUZANNE MCGEE

THE WALL STREET JOURNAL
Dow Jones & Company, Inc.

7 JAN. 2023. WEB

HOW TO INVEST, ENERGY STOCK TO BUY NOW: TOP 1% VALUE FUND MANAGER

JAMES FARIS

BUSINESS INSIDER

27 JAN. 2023. WEB

9 Small-Cap Funds That Could Trounce the Market

Lewis Braham

Barron's
Dow Jones & Company, Inc.

30 June. 2022. Web

Here's How This Top Rated Small-Cap Manager Finds Oil and Materials Stocks to Beat the Market

Jesse Pound

CNBC.com | CNBC Pro

14 May. 2022. Web

Mutual Fund Observer

David Snowball

1 May. 2022. Web

How This Contrarian Investor's Stocks Topped All Fund Rivals

Paul Katzeff

Investor's Business Daily

9 April. 2022. Web

The Top-Performing Stock-Fund Managers over a Turbulent Year

Suzanne McGee

The Wall Street Journal
Dow Jones & Company, Inc.

3 April. 2022. Web

Want to Invest in a True ‘Value’ Fund? Good Luck Finding One

Mark Hulbert

The Wall Street Journal.
Dow Jones & Company, Inc.

3 Feb. 2019. Web

Growth vs. Value: More Divided Than Ever

Lewis Braham

Barron’s. Dow Jones & Company, Inc.

17 Mar. 2018. Web

These 3 Mutual Funds Reaped Big Gains From Small Companies

Tim Gray

The New York Times. The New York Times Company.

12 Jan. 2018. Web

 

Performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance data quoted. The investment return and principal value will fluctuate so that upon redemption, an investor’s shares may be worth more or less than their original cost. For performance data current to the most recent month end and for standardized performance, please visit www.aegisfunds.com.

The Fund Class I has an annualized gross expense ratio of 1.45% and a net annualized expense ratio of 1.45%. The Advisor has contractually agreed to limit certain fees through April 30, 2026.

Fund Holdings are subject to change and are not recommendations to buy or sell any security.