The Torray Fund Seeks to Build Investor Wealth Over Extended Periods.
We Believe In
building concentrated portfolios
applying a thoughtful approach to risk management
maintaining a long-term perspective
We Are
disciplined and experienced
investors with a value orientation
focused on growth in the underlying business value
Investment Team
President, Partner, Portfolio Manager
Portfolio Manager, Partner
Senior Research Analyst, Partner
Research Analyst
Our Story
In 1972, Robert Torray founded Torray Investment Partners as a value-oriented investment firm to serve the needs of institutions and their pension fund participants. Throughout the subsequent decades and multiple market cycles, our commitment to the foundational principles that drive our risk-managed approach to concentrated equity investing has never wavered. We remain 100 percent independent, owned, and operated by the people responsible for the management of client capital, which helps ensure our efforts are aligned with the long-term objectives of our shareholders.
Fund Strategy
We evaluate businesses and stocks with a value orientation and qualitative judgment based on experience rather than top-down forecasting.
We strive to invest only when valuations are modest relative to earnings and cash flow, and when our conviction in the long-term prospects for the underlying business is high.
We tune out short-term noise and focus on the evidence and insights underpinning our conviction.
To invest in the Torray Fund, complete the following steps:
The minimum initial purchase is $2,000 for a regular account and $2,000 for an IRA account.
The Fund cannot accept third-party checks, starter checks or checks drawn on banks outside the United States. Wires are acceptable. The investor must contact Shareholder Services before investing and all funds must be received by 4:00 p.m. eastern time to receive the NAV of that day. If you would like to receive the forms by mail, please call 855.753.8174.
1.
Read the Prospectus
2.
If you are opening an IRA account, you must also read:
3.
Complete and submit the appropriate application for the type of account you would like to open.
Send it with your check made payable to the Torray Fund:
Regular Mail
c/o U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201-0701
Overnight or Express Mail
c/o U.S. Bank Global Fund Services
615 E. Michigan St., FL3
Milwaukee, WI 53202-5207
The minimum initial purchase is $2,000 for a regular account and $2,000 for an IRA account.
The Fund cannot accept third-party checks, starter checks or checks drawn on banks outside the United States. Wires are acceptable. The investor must contact Shareholder Services before investing and all funds must be received by 4:00 p.m. eastern time to receive the NAV of that day. If you would like to receive the forms by mail, please call 855.753.8174.