Quarterly Letter
View the Fund's S.E.C. standardized returns, rankings and other important disclosure information
Auxier Report: Year End 2009
Dec 31, 2009
Download Year End 2009 (PDF) Market Commentary Auxier Focus Fund (Fund) ended the fourth quarter 2009 with a return of 4.53%, versus 6.04 % for the Standard and Poor’s 500 Index (S&P). For the full year the Fund returned 24.76%, versus 26.46% for the S&P. The Fund’s stock market exposure for the year averaged between […]
Auxier Report: Fall 2009
Nov 1, 2009
Download Fall 2009 Letter (PDF) Market Commentary As of September 30, 2009, Auxier Focus Fund returned 12.58%, versus 15.61% for Standard and Poor’s 500 Index (S&P) for the third quarter of 2009. Year-to-date, with approximately 70% stock exposure, the fund gained 19.35%, beating the S&P’s 19.26%. For the 12 months the fund earned 1.87% vs. […]
Auxier Report: Summer 2009
Jun 30, 2009
Download Summer 2009 Letter (PDF) Market Commentary On July 9, Auxier Focus Fund celebrated its 10th birthday—and a major milestone. Over the 10 years to June 30, 2009, the most recent period for which data were available, the Fund delivered a cumulative 56% return, versus a corresponding -21.9% loss for the Standard & Poor’s 500-stock […]
Auxier Report: Spring 2009
Mar 31, 2009
Download Spring 2009 Letter (PDF) Market Commentary Auxier Focus Fund returned -6.28 % in the first quarter of 2009, versus -11.01% for Standard and Poor’s 500 Index (S&P 500). Since inception (7/9/99) the Fund has outperformed the S&P 500 by over 70 percentage points (cumulative). Through the first week of March the S&P 500 had […]
Auxier Report: Year-End 2008
Dec 31, 2008
Download Year-End 2008 Letter (PDF)