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My investment strategy is to identify companies with potential long-term growth opportunities. Opportunities typically include companies whose products and services provide technological advances, advances in logistics, or who may benefit from industry or macroeconomic changes.
A secondary strategy is the importance of cash flows to the success of a portfolio. As a result, the portfolio may include securities that provide the fund with cash flows.
Generally, the strategies involve selecting companies with strong balance sheets including low levels of debt and strong cash flows.
|(NBNN) nothing but no net|
|MODEL INCEPTION (08/01/2001)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||Actions|
|19+ YRS (As of: 03/23/2020)||9.38%||5.59%||View Fund Stats|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
After rising more than 220% last year, Nvidia has come under numerous bear attacks, each causing large one-day drops. Mike Durzan says the bears are wrong, but their attacks have created some great Read More...
JUN 13, 2017 | Forbes Article
|Large Cap : Growth||38.36%||0.23%|
|Large Cap : Blend||22.87%||1.85%|
|Large Cap : Value||14.23%||-0.05%|
|Unclassified Market Cap : Unclassified Style||9.74%||4.57%|
|Mid Cap : Growth||4.21%||-0.59%|
|Small Cap : Blend||3.53%||-0.36%|
|Micro Cap : Value||2.77%||0.83%|
|Micro Cap : Blend||2.27%||-0.19%|
|Mid Cap : Value||2.02%||0.03%|
The information below pertains to model data only.
|Fund Manager:||Total Model Net Assets:|
|Inception:||Ticker Symbol:||# of Securities:|
|August 01, 2001||NBNN||26|
This fund is allowed to take long positions in stocks tradeable on U.S. stock exchanges. The stocks in the fund are generally held long-term.
|Last 3 Months||4.08%|
|Last 6 Months||8.82%|
|Last 12 Months||23.37%|
|Period||Returns||S&P 500 Returns||Returns VS S&P 500|
|Last 3 Months||-24.35%||0.00%||-24.35%|
|Last 6 Months||-15.02%||-24.30%||9.28%|
|Last 12 Months||-14.38%||-18.51%||4.13%|
|Last 5 Years||21.19%||20.27%||0.92%|
|Last 10 Years||104.60%||136.10%||-31.50%|