Summary
The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The investment process is designed to identify high-quality companies that demonstrate superior return prospects.
The research team is looking for companies exhibiting the potential for sustainable growth, reasonable valuations, earnings surprises, attractive cash flows and significant long-term returns.
The team narrows the investable universe to include companies that exhibit the best combi
Link
Fund Manager(s)
- Raphael Edelman
- Kimberlee Millar
Price
Documents
Performance
YTD
13.9%
3 Year
-3.64%
5 Year
53.33%
Best
49.82%
2023
Worst
-38.64%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 15% | 18.1% | -10.6% | 1.4% | -13.2% | 16.3% | 2.1% | 8.8% | -2.4% | - |
| Q2 | -1.1% | 17.7% | -23.1% | 11.3% | 31% | 3.7% | 7.8% | 5.4% | 1.7% | - |
| Q3 | - | -4.2% | -4.9% | -16.3% | 7.1% | -2.3% | 8% | 6.6% | 5.1% | - |
| Q4 | - | 13.3% | -6.2% | 5.8% | 11.6% | -2.9% | -19.6% | 7.9% | -2.3% | 0.8% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.6% | 8.1% | 2.8% | -1% | - | - | - | - | - | - | - | - |
| 2023 | 9.8% | -1.5% | 9.1% | 2.8% | 7.3% | 6.7% | 2.6% | -0.3% | -6.2% | -0.6% | 11.9% | 1.1% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 14% | 50% | -39% | -0% | 36% | 17% | 0% | 32% | 2% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| AFGFX | 14% | 50% | -39% | - | 36% | 17% | - | 32% | 2% | - |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | 21% | 14% | -12% | - | -1% | -18% | - | 4% | -3% | - |