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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|
|13+ YRS (As of: 01/15/2019)||11.56%||8.10%||View Fund Stats|
|RETURN PERIOD (As Of: 12/31/2018)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
AUG 01, 2018 | Forbes Article
Facebook's newsfeed changes have scared short-term investors out of the stock. But Robert Frazer says new revenue streams and higher cost per click justify raising his 12 month target price to $215. Read More...
JAN 16, 2018 | Forbes Article
It appears from Apple reports that supply concerns are easing for the iPhone X and revenue is up across all products, especially business services. Robert Frazier, one of our top managers, says Read More...
NOV 03, 2017 | Forbes Article
After a surprising earnings report, Microsoft's stock is rising to new heights. This is what Robert Frazier told us in July he expected to see from Microsoft. It now appears Microsoft is ahead of Read More...
OCT 27, 2017 | Forbes Article
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