Empiric Funds Mutual Funds Performance, Holdings, Management, Applications

    The Empiric Fund seeks long-term capital appreciation. The advisor utilizes a backtested multi-factor stock ranking system to assess a stock's attractiveness. The advisor identifies stocks which they believe likely to produce "excess" returns, or "alpha" over the MSCI US Small Cap Index. Empiric has spent 15 years developing several computer models that employ this systematic process. We’ve found this approach to be particularly effective at capturing contradictory information, identifying shifts in investor preferences, and pinpointing undervalued areas of the market. 

    Quantify Information

    Investors are bombarded with information from a tremendous number of sources. It is extremely difficult to filter, categorize, analyze, correlate, and test information to make an informed, unemotional decision without utilizing a systematic time-tested approach to investing. We believe this approach greatly increases the chances of repeatability in investment returns.

    Identify and Embrace Appropriate Level of Risk

    Identifying and adjusting for the appropriate risk level is equally important. Individuals and professional investors often take on an inappropriate level of risk, or overlook it all together. It is easy to identify this mistake in hindsight, but far more difficult to apply the appropriate levels of risk on a regular basis. Empiric has developed several computer models that take into account numerous risk factors. Each risk factor has a given weight which is compared to the portfolio and the universe of stocks in the United States.

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Mutual fund investing involves risk; principal loss is possible. Investments in smaller companies involve additional risks such as limited liquidity and greater volatility. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. Derivatives involve investment exposure that may exceed the original cost and a small investment in derivatives could have a large potential impact on the performance. Options held may be illiquid and the fund manager may have difficulty closing out a position. The fund regularly makes short sales of securities, which involve additional risk, including the possibility that losses may exceed the original amount invested. However, a mutual fund investor's risk is limited to one's amount of investment in a mutual fund.


The Empiric Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company and may be obtained by calling (888) 839-7424, or visiting www.empiricfunds.com. Read it carefully before investing. The Empiric Funds are distributed by Northern Lights Distributors, LLC member FINRA. 2096-NLD-8/30/2013