Quarterly Letter
View the Fund's S.E.C. standardized returns, rankings and other important disclosure information
Auxier Report: Winter 2020
Dec 31, 2020
“We see the same kind of downside in many story-stocks that have been riding momentum as the emphasis is on revenue growth to the exclusion of other value yardsticks.”
Auxier Report: Fall 2020
Sep 30, 2020
“Election cycles provide unique opportunities to add strong, diversified companies that are trading at a discount relative to the market and have the potential to run.”
Auxier Report: Summer 2020
Jun 30, 2020
“A reversion to the mean could be painful for those speculating in exciting stories with little cash flow support.”
Auxier Report: Spring 2020
Mar 31, 2020
“After witnessing spectacular blow-ups over the years, we have learned to verify facts and not just trust “experts” and models which are often blindly taken for truth.”
Auxier Report: Winter 2019
Dec 31, 2019
“While increased refinancing could indicate consumers’ confidence in a strong economy, we remain focused on thorough research to be able to navigate a market that may be in a state of euphoria.”