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Quarterly Letter

View the Fund's S.E.C. standardized returns, rankings and other important disclosure information

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)

Auxier Report: Fall 2008

Sep 30, 2008

Download Fall 2008 Letter (PDF)

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