Farming on Wall Street with Jeff Auxier: Watch this video on how Jeff’s life on his hazelnut farm shapes his investment philosophy and choices

At Auxier…

Jeff Auxier, President and Chief Executive Officer of Auxier Asset Management and the Auxier Focus Fund

We believe the power of compounding is the most underappreciated and valuable investment concept.  A dedicated, diligent research effort is the key to seeking high compounded portfolio returns.  Our unique advantage comes from the wisdom of managing portfolios in every kind of market for over 30 years.  We strive to maintain an intense work ethic with the goal of mastering the principals of capital allocation.

In the News

The Wall Street Transcript

Mar 4, 2013

“A Historical Approach to Investing in Misunderstood Businesses.”

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Q&A with Jeff Auxier of the Auxier Focus Fund —

Aug 28, 2012

“Jeff Auxier recently spoke with GuruFocus to answer readers’ questions….”

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Quarterly Letters

Auxier Report: Year End 2013

Dec 31, 2013

“In addition, the U.S. has a large but unpublicized peace dividend with the winding down of two wars.”

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Intermediary Account Access

Morningstar Ratings™

As of March 31, 2014


Out of 1,068 Large Value Funds


Out of 1,068 Large Value Funds


Out of 951 Large Value Funds


Out of 626 Large Value Funds

Morningstar Proprietary Ratings™ reflect historical risk-adjusted performance as of March 31, 2014. The overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year Morningstar Rating™ metrics.  The fund experienced negative performance during some of the periods referenced.

Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by clicking here or by calling (877) 328-9437. Please read the prospectus carefully before you invest.

Past performance is no guarantee of future results. The Auxier Focus Fund was rated against the following numbers of U.S.-domiciled Large Value funds over the following time periods (ending 3/31/2014): 1068 funds in the last three years, 951 funds in the last five years and 626 funds in the last ten years. With respect to these Large Value funds, the Auxier Focus Fund received a Morningstar Rating of 2 stars, 1 stars and 4 stars for the 3-, 5- and 10-year periods, respectively. For the period ended 3/31/2014, the fund ranked 1193 out of 1239, 925 out of 951 and 308 out of 626 Large Value funds for the 1-, 5- and 10-year periods, respectively. Morningstar ranks funds in various categories by making comparative calculations using total returns.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.)

The Overall Morningstar Rating for a fund is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year Morningstar Rating metrics.

Copyright 2014 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

The Fund may invest in value stocks, which are subject to risk that their intrinsic value may never be realized, and growth stocks, which may be susceptible to rapid price swings. Investments in mid-sized companies generally carry greater risk than is customarily associated with larger companies. Moreover, if the Fund’s portfolio is overweighed in a sector, any negative development affecting that sector will have a greater impact on the Fund than a fund that is not overweighed in that sector. An increase in interest rates typically causes a fall in the value of a debt security (Fixed-Income Securities Risk) with corresponding changes to the Fund’s value. Foreign securities are subject to additional risks including international trade, currency, political, regulatory and diplomatic risks.

This Internet site is not an offer to sell or a solicitation of an offer to buy shares of the Fund to any person in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Foreside Fund Services, LLC. Distributor (