Torray Fund TORYX

 

Business Characteristics We Favor

  Free cash flow generation
  bullet space Sustainable competitive advantage
  bullet space High returns on capital
  bullet space Capital allocation discipline

Our Portfolios
Our portfolios are prudently diversified, usually holding 25-40 stocks. Limits on the weight of individual investment positions and economic sector exposure are used to avoid excessive concentration.

Sell Discipline
Positions are reduced or sold if:
  bullet space A superior investment opportunity is identified
  bullet space The original investment thesis changes
  bullet space The investment has become significantly overvalued

Investment Team

Robert E. Torray
Portfolio Management and Research


 
Shawn M. Hendon, CFA
Portfolio Management and Research


 

1The S&P 500 Index is a widely recognized unmanaged index of equity prices and is representative of a broader market and range of securities than is found in the Fund's portfolio. The Index returns do not reflect the deduction of expenses, which have been deducted from the Fund's returns. The Index return assumes reinvestment of all distributions and does not reflect the deduction of taxes and fees.

 


 

 

 

 
Fund Facts

spacer
Ticker TORYX
spacer
Cusip 891402109
spacer
Inception 12/31/1990
spacer
Fund Assets $428 Million
spacer
Sales Charge None
spacer
Min. Initial Inv. $2,000
spacer
Benchmark S&P 5001
spacer
Redemption Fee None
spacer
Managers Robert E. Torray
Shawn M. Hendon
spacer
 
Reports & Prospectuses

spacer
download Fact Sheet
spacer
download Semi Annual Report
spacer
download Annual Report
spacer
download Prospectus
spacer
download SAI
spacer
 
Applications & Forms

spacer
Regular Account Application
spacer
download IRA Account Application
spacer
download IRA Disclosure
spacer
spacer spacer spacer spacer spacer spacer
ABOUT US
 
The Firm
Philosophy & Process
spacer   spacer LITERATURE
 
Applications
Reports
Prospectus

spacer
Privacy Policy