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I am looking for great companies, one of a kind companies that have found a way to build a lasting competitive advantage in industries that have opportunities for significant growth. This is the secret to finding great investments that create value for their clients, their share-holders and even their employees. When I get an idea for an investment I look first for competitive advantage and secondly for performance. These for the most part correlate with the quality of the management in place. If I like the prospects for the company within their industry I look for the expected overall performance of the industry and what opportunities exist to grow in the next 2-5 years (my investing time frame). I make very few new investments, maybe 6-10 new positions over the course of 12 months. This allows me to do great research and get a fair price over a period of weeks to months. I spend much more time evaluating each position that is currently in my portfolio against a range of new ideas to decide which options have the most opportunity for returns over the next 12-18 months. I want to have every dollar possible at work.
|(OMF) The Medium Term Value Fund|
|MODEL INCEPTION (08/15/2005)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||Actions|
|12+ YRS||13.05%||8.82%||View Fund Stats Track Fund|
|RETURN PERIOD (As Of: 05/31/2018)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
This is one of the rare times when individual investors have a trading advantage over institutions. Read More...
JUN 18, 2018 | Forbes Article
APR 26, 2018 | Forbes Article
After a strong January, the S&P 500 is now down 2.76% for the year. Many investors are considering moving to cash until the volatility settles down. But volatility can present opportunities for gains. Read More...
MAR 27, 2018 | Forbes Article
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MAR 07, 2018 | Forbes Article
A number of my managers entered 2018 fully invested. After the market's worst week in 2 years, Robert Frazier sold Apple and Alphabet while Gorden Lam bought Netflix and Align. Aalok Devkota and Nate Read More...
FEB 05, 2018 | Forbes Article
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