USFE yields 6.06% · EPRT yields 3.92%● Live data
📍 EPRT pulled ahead of the other in Year 3
Combined, USFE + EPRT cover 0 of 12 months — good coverage
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USFE follows a value-oriented equity approach that emphasizes capital preservation through disciplined stock selection. The fund focuses on identifying companies trading at a discount to the advisers assessment of intrinsic value, with an emphasis on financial strength, business durability, and management quality. Investment decisions are made without regard to company size, allowing exposure across large-, mid-, and smaller-cap US equities, as well as limited non-US listings. The portfolio is typically non-diversified, reflecting a higher-conviction approach rather than broad market representation. Through this valuation-driven framework, the fund seeks long-term capital growth while aiming to reduce the risk of lasting capital losses.
Full USFE Calculator →Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.