Summary
The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The advisor’s investment process starts with a list of domestic companies with market capitalization over $5 billion.
The research team combines qualitative and quantitative techniques to look for entrepreneurial companies that exhibit superior growth characteristics such as more organic growth or strategic alliances, lower debt levels, lower or no dividends, and higher sales turnover.
Link
Fund Manager(s)
- Joel Shulman
Price
Performance
YTD
-
3 Year
-72.38%
5 Year
-68.07%
Best
27.42%
2017
Worst
-63.41%
2021
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | -0.4% | -12.3% | -15.3% | -9.8% | 19% | 5.5% | 6.3% | 0.8% | 2.7% |
| Q2 | - | -0.4% | -20.9% | 171% | 22.6% | 0.5% | 10.1% | 5.4% | 1% | 0.8% |
| Q3 | - | - | -3.8% | -61.5% | -5% | -3.7% | 5.7% | 4.5% | 4.3% | -6.5% |
| Q4 | - | - | -0.9% | 2.2% | -52.6% | 3.5% | -18.6% | 8.5% | 3% | 4.5% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2023 | 11.6% | -1% | -9.9% | -0.4% | - | - | - | - | - | - | - | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | -1% | -34% | -63% | 23% | 22% | -2% | 27% | 9% | 1% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| IMPLX | - | -1% | -34% | -63% | 23% | 22% | -2% | 27% | 9% | 1% |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | - | -37% | -7% | -90% | -14% | -13% | 1% | -1% | 4% | -3% |