Summary
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.
The investment process is driven by fundamental research to identify rapidly growing companies in the benchmark index.
Then the research team focuses on companies whose future earnings growth potential is not reflected in their current market prices.
The team attempts to identify stocks that it believes will outperform the benchmark index over a three- to five-year timeframe.
In addition
Link
Directors
Jan 8, 2024- Joel P. Fried
- Michael Glazer
- Elizabeth D. Obershaw
- Joseph G. Uzelac
- Wayne H. Smith
- Steven P. Cesinger
- LeSans H. Montgomery
- Alfred W. Mordecai
Chief Compliance Officer
- Jennifer A. Ottosen
Fund Manager(s)
- Alfred Mordecai
- Theo Kolokotrones
- Joel Fried
- M. Ansari
- James Marchetti
Price
Company Name |
Holding |
| Rhythm Pharmaceuticals Inc | 3.37 % |
| Sony Group Corp | 2.59 % |
| Tesla Inc | 2.13 % |
| MarketAxess Holdings Inc | 1.8 % |
| Baidu Inc | 1.34 % |
| Royal Caribbean Cruises Ltd | 1.31 % |
| NetApp Inc | 1.08 % |
| indie Semiconductor Inc | 0.96 % |
| Nutanix Inc | 0.91 % |
| LivaNova PLC | 0.79 % |
| More |
Performance
YTD
-0.2%
3 Year
-24.47%
5 Year
5.45%
Best
54.87%
2013
Worst
-33.95%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 4.7% | 10.7% | -10.2% | 6.2% | -22.5% | 14.4% | 11.5% | 8.9% | -3.2% | 5.9% |
| Q2 | -1.5% | 5% | -18.6% | 4.9% | 28.8% | 1.8% | 1.4% | 6.3% | -0.4% | 0.4% |
| Q3 | - | -2.5% | -3.9% | -13.7% | -1.5% | -7.2% | 7.1% | 4% | 13.9% | -11.4% |
| Q4 | - | 5% | -2.1% | 2.1% | 21.5% | 6.9% | -20.2% | 10% | 1.8% | 11% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3% | 4.2% | 3.6% | -5.8% | - | - | - | - | - | - | - | - |
| 2023 | 11.9% | -2.6% | 1.6% | -2.8% | 3% | 5% | 4% | -1.4% | -4.9% | -6.6% | 8.8% | 2.7% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0% | 18% | -31% | -2% | 20% | 17% | -7% | 34% | 12% | 5% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| POAGX | -0% | 18% | -31% | -2% | 20% | 17% | -7% | 34% | 12% | 5% |
| Russell 3000 | - | - | -29% | 25% | 37% | 34% | -3% | 28% | 6% | 4% |
| Alpha | -0% | 18% | -3% | -27% | -17% | -17% | -4% | 6% | 6% | 1% |