Stewardship

Founder/manager Jeff Auxier invests his entire personal retirement into his own Fund, redefining “eating your own cooking.” How many fund managers can say that? Jeff has always believed managers should have a substantial stake in their own fund. In addition, Jeff is committed to remaining one of the larger shareholders, he initiated company policy he won’t sell a single share while still manager, and he requested and volunteers his AIMR auditing results showing performance back to 1989. The Auxier family has assets in Auxier Asset Mgt. and every member of the Auxier team has significant percentages of their personal net worth invested in the Auxier Focus Fund.

Experience

The average mutual fund manager has 5 years of experience. Jeff has 25 years of guiding investors through many market conditions. Prior to starting his own fund, Jeff served as a member of the Chairman’s Council, Senior Vice President of Investments and Senior Portfolio Management Director for Smith Barney, where he formed policies aimed at greater transparency and better serving client interests.

Performance

Click Here for details

Awards For “Integrity, Knowledge and Commitment”

Jeff is recipient of the Consulting Group Bob Dwyer Award, which honors the Portfolio Manager whose “integrity, knowledge and commitment to the discipline of investment management exemplifies the highest standards.” Money magazine awarded Jeff their All-Star Broker Award 2 years in a row in 1997 and 1998.

Investment Philosophy

Long-term, enduring, with focus on value investing and, performance while seeking to take on less risk. We believe the power of compounding is the most powerful tool for any investment plan.

Aggressive Research

The Auxier team is passionate about a highly disciplined approach to performance and is committed to the daily, grind-it-out research it takes to maintain that performance in all market climates.

Boutique Fund Size

Nimble, with freedom to navigate the investment universe. A super-sized fund is not our goal.

Lifestyle

Jeff intentionally lives and works far from the greed and emotion of Wall Street. At his 108 acre, profitable farm, and his nearby office, Jeff and his team are able to conduct the kind of independent thinking that they feel keeps them ahead of the pack, not chasing it. Jeff sees similarities in his work on Wall Street and life on his Oregon farm and ranch. “All take extremely hard work and involve consideration of price, value, margin of safety and wise allocation of capital. This lifestyle keeps you humble and focused on the rewards of hard work. For me, this job is a steward of investors’ hard-earned money. I can’t imagine doing anything else.”