Why Consider a Focused Fund?

In this video, Mitchell Appel discusses why investors should consider a Focused Fund, a “best ideas” portfolio of 25-50 positions. As a core holding or satellite position, we believe the Value Line Focused Funds can serve as an excellent addition to investors’ portfolios.


Hello, I’m Mitchell Appel, President of the Value Line Funds and I’d like to welcome you to our fund family.

As one of America’s oldest mutual fund companies, the Value Line Funds have been helping investors to achieve their financial goals for over 70 years. We aim to provide quality investment products that are easily understood and have the opportunity to generate above average performance over time.

With a fund line-up that features many highly rated equity and hybrid funds, I would like to draw your attention to three Value Line Focused Funds.

The Value Line Mid Cap Focused Fund, the Value Line Larger Companies Focused Fund and the Value Line Select Growth Fund are concentrated portfolios that represent our “Best Ideas” in the mid-cap and large company space.

Each fund generally holds 25 to 50 companies that we believe have the opportunity to outperform. By owning fewer securities than a typical portfolio, more capital can be allocated to the portfolio managers’“best ideas” while maintaining a diversified portfolio.

We believe that these three funds can serve as an excellent complementary position to investors’ core portfolios and I invite you to take a closer look.

With Value Line Funds, investors can be confident that we are straightforward in our investment approach. We understand how important your money is, and we value your trust and confidence in us.

As you explore our website, I encourage you to take a look at our shareholder newsletter, read our portfolio manager commentaries and download information on each of our funds.

Thank you again for your interest and we look forward to welcoming you to the Value Line Funds.