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Invest TodayRobert Frazier
Media and Marketing Consultant (Former Investment Advisor)
- Boise, ID
- Aug 15, 2005
- Personal Site
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 |
| 10 YRS | 15.26% | 7.24% |  |
| 5 YRS | 19.50% | 16.37% |  |
| 3 YRS | 17.86% | 11.16% |  |
| 1 YR | 22.55% | 15.43% |  |
| Show Fund Strategy | |||
| Click Here to View More Information About This Fund. | |||
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This is one of the rare times when individual investors have a trading advantage over institutions. Read More...
JUN 18, 2018 | Forbes Article
Facebook Provides A Master Class For Investors
Facebook reported fantastic first quarter earnings yesterday. As I write this Facebook is at $176, up from a low of $152 in March. What happened to Facebook is a master class of what it takes to get Read More...
APR 26, 2018 | Forbes Article
Top Managers Betting On Nvidia, Netflix, And Facebook
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
How Five Top Managers Are Preparing For The Rest Of 2018
With the Dow Jones bouncing up and down 300 points a day, interest rates rising, and a trade war brewing, it will not take much to trigger another correction. Here is how five top managers are Read More...
MAR 07, 2018 | Forbes Article
Last Week, Top Managers Sold Apple And Alphabet, Bought Netflix, Align, And Home Depot
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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