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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. ·
JUL 16, 2018 | Forbes Article
Today Twitter priced $1 billion of convertible notes. Usually, a transaction like this takes months to put together. Twitter is doing it in 2 days. There's a good reason for the rush. Read More...
JUN 07, 2018 | Forbes Article
Index funds have to place large orders for Twitter and Netflix tomorrow. Investors should ignore the drama. Read More...
JUN 06, 2018 | Forbes Article
Index funds will be buying 77.6 million shares of Twitter on Thursday. If you are a trader, you probably don't want to own Twitter once the index funds stop buying. Read More...
JUN 05, 2018 | Forbes Article
Aalok Devkota has outperformed 75% of U.S. equity mutual fund managers for the last 3 years in part because we allow him to take defensive action for our clients when he sees fit. He turned defensive Read More...
APR 04, 2018 | Forbes Article
|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%|
The information below pertains to model data only.
|Fund Manager:||Total Model Net Assets:|
|Inception:||Ticker Symbol:||# of Securities:|
|December 10, 2014||AMF||15|
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.
|Last 3 Months||58.86%|
|Last 6 Months||121.22%|
|Last 12 Months||245.15%|
|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%|