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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.
·        
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
Achievements
Articles

adevkota's Mutual Fund

AMF | Price History
AMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 63.15% 0.35%
Mid Cap : Blend 10.88% 0.80%
Small Cap : Blend 10.32% 0.70%
Unclassified Market Cap : Unclassified Style 6.89% 0.61%
Small Cap : Growth 4.35% -0.40%
Mid Cap : Value 4.27% 1.87%
AMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Aalok Devkota $2,196,213.29
Inception: Ticker Symbol: # of Securities:
December 10, 2014 AMF 15
Description:

Diversified trend following fund while minimizing draw downs. Looking for companies that are leaders in their sector with positive sales and earnings growth, reinvestment opportunities and a strong balance sheet. I do not like to buy any stock just so I can be diversified, the stock has to meet all my conditions. I will be perfectly happy owning Vanguard funds, Berkshire, Markel and Costco so any new investment has to be better than these. I use inverse SPY (SDS and SH) to hedge when I feel that the market may go down. If I have money left and can't find a stock to buy that meets all my conditions, I may buy great defensive stocks like JNJ, PEP, STZ.

AMF | Turnover
Last Month 19.34%
Last 3 Months 58.86%
Last 6 Months 121.22%
Last 12 Months 245.15%
AMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 TAL $302,491.45
2 TWTR $137,516.06
3 BZUN $93,226.25
4 MSFT $76,848.98
5 MOMO $74,035.24
Position Symbol Gains
1 AAOI -$40,051.31
2 AMD -$17,114.65
3 SMTC -$15,801.58
4 SDS -$15,218.34
5 OIH -$14,583.18
AMF | Skill Metrics
All Positions
Winning % 54.00%
Avg. Gain/Loss Ratio 3.60
AMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 42.53% 0.90%
Consumer Discretionary 18.91% 1.25%
Financials 10.68% -0.78%
Industrials 10.58% 0.42%
Other 6.49% -0.49%
Consumer Staples 5.34% -1.17%
Health Care 5.33% 0.32%
AMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
AMF -0.03% 0.92% -1.85% 24.29%
S&P 500 0.21% 1.45% 0.00% 0.00%
NASDAQ 0.49% 0.00% 0.00% 0.00%
AMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 0.17% 1.31% -1.14%
Last 30 Days -2.47% 2.16% -4.63%
Last 3 Months 3.28% 5.36% -2.08%
Last 6 Months 18.65% 6.79% 11.86%
Last 12 Months 27.35% 20.09% 7.26%
Last 2 Years 64.53% 36.15% 28.38%
Last 3 Years 90.23% 54.23% 36.00%
Since Inception 119.69% 52.19% 67.50%
(Annualized) 23.73% 12.03% 11.70%
Data as of: 08/20/2018
AMF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
AMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 MSFT 142.78%
2 TWTR 95.30%
3 MA 74.15%
4 CMG 52.47%
5 NUVA 24.28%
Position Symbol Inception Return
1 TER -12.10%
2 SDS -5.40%
3 PYPL 0.29%
4 NAV 1.95%
5 STZ 3.11%