John Archer

John has a business degree from Baker University and a degree (cum Laude) from the American Bankers Association's Stonier Graduate School of Banking.  He spent 25 years in banking as a corporate lending executive and was responsible for managing a team that created a family of five mutual funds for a $24 billion bank.  He has been President and CEO of a Kansas City based business since 1998, and completed the Morningstar Investor Training Program in 2011.

The TAB Fund attempts to achieve its investment objective of long-term growth of capital by investing in a focused portfolio of high quality equity securities.  Fundamental analysis is used to identify attractive company characteristics such as strong competitive advantages, low levels of debt, high returns on equity and invested capital, strong free cash flow and exemplary management.

The Fund believes that purchasing high quality companies at prices well-below their intrinsic values is a key element to achieving long-term market out-performance.  Maintaining the required discipline to buy shares only at a significant discount to a company's intrinsic value increases the probability of avoiding losses, and creates an all-important "margin of safety" when investing in equity securities.  This patient and disciplined selectivity process can improve investment results over time.  Securities in the portfolio can frequently experience greater than average short-term price volatility.  The Fund's patient, long-term investment horizon differentiates it from most funds, and allows its investment securities to meaningfully compound in value over time.