The ICON Valuation Methodology

Value Investing and Your Practice

Dr. Craig Callahan, ICON Founder & President, takes a deep dive into the ICON Methodology and the value-to-price ratio he developed to calculate intrinsic value. In a very fundamental, but disciplined, manner ICON values stocks at the sector and industry level in an attempt to pinpoint potential market leaders and rotate among these industries through various market conditions.

Learn more about how you can put ICON’s process to work for you in your practice through partnership and support designed with your clients in mind in order to help them meet their investment goals.

Contact the ICON Sales Desk at 1-800-828-4881, or email us directly for more information.

Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results.

Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus contains this and other information about the Funds; please read the prospectus and carefully before investing. RFS Partners, Distributor.

ICON Funds are offered only to U.S. citizens or residents of the U.S., and the information on this website is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any ICON Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

ICON Advisers, Inc. is the sub-adviser to the ICON Funds. RFS Partners is the distributor of the ICON Funds.

The ICON Valuation Methodology

Value Investing and Your Practice

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