Quarterly Letter
View the Fund's S.E.C. standardized returns, rankings and other important disclosure information
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.”
Auxier Report: Fall 2019
Sep 30, 2019
“We are finally seeing a renewed focus on productive assets with strong underlying cash flows as opposed to money losing story-stocks where revenue growth was prized at any price. “
Auxier Report: Summer 2019
Jun 30, 2019
“New technology disrupters garner excitement and often nosebleed valuations.”
Auxier Report: Spring 2019
Mar 31, 2019
“Trade uncertainty and Brexit are contributing to weakness in Europe, Japan and China which impacts US companies exposed to those end markets.”