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Aalok Devkota

Portfolio Manager

  • Dec 10, 2014
Investment Strategy

   
We believe stock prices follow companies' earnings, and those companies that can deliver durable multiyear earnings growth provide attractive investment opportunities.
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Quality of earnings is very important for us, so the companies need to have significant earnings in cash vs. receivables.
·  As a result, our investment approach seeks firms we believe are poised for sustained, above-average earnings growth that is not accurately reflected in the stocks' current valuation. ·        
We emphasize companies that have competent/honest management team (a must), are leaders in their industry with a strong competitive position, high returns on capital and solid free-cash-flow generation.
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Funds
(AMF) adevkota's Mutual Fund
MODEL INCEPTION (12/10/2014) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
4+ YRS (As of: 06/10/2019) 18.70% 10.38% View Fund Stats
RETURN PERIOD (As Of: 05/31/2019) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
3 YRS 19.96% 11.72% Beat the 75th percentile of mutual funds over 3 years.  
1 YR -4.04% 3.78% Fund has a 1 year track record.  
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(LTG) LT Growth Fund
MODEL INCEPTION (05/24/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS (As of: 06/10/2019) 8.11% 9.65% View Fund Stats
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Achievements
  • AMF Beat the 75th percentile of mutual funds over 3 years.
    May 31, 2019
  • LTG Beat the 50th percentile of mutual funds over 1 year.
    May 31, 2019
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