Quarterly Letter
View the Fund's S.E.C. standardized returns, rankings and other important disclosure information
Auxier Report: Spring 2014
Mar 31, 2014
“With over 40,000 hours of cumulative research on individual stock and bonds through numerous market declines, we should be able to add value in assessing and quantifying risk.”
Auxier Report: Year End 2013
Dec 31, 2013
“In addition, the U.S. has a large but unpublicized peace dividend with the winding down of two wars.”
Auxier Report: Fall 2013
Sep 30, 2013
“While deregulating industries can be treacherous for investors, consolidation can lead to a firmer pricing environment and can provide a catalyst for attractive investment returns.”
Auxier Report: Summer 2013
Jun 30, 2013
“Risk tends to be correlated with the degree of overvaluation of an asset class. The Fed’s easy-money mandates have led investors to under-price risk.”
Auxier Report: Spring 2013
Mar 31, 2013
“A major misperception among investors is that bigger equates with better and safe.”