Want to track the performance of this manager?
Click the button below to sign up to receive monthly performance updates by email.Track Manager
Want more information on investing with this manager?
If you are interested in investing in one of Robert Frazier's funds. Click the link below to get started.Invest Today
I am looking for great companies, one of a kind companies that have found a way to build a lasting competitive advantage in industries that have opportunities for significant growth. This is the secret to finding great investments that create value for their clients, their share-holders and even their employees. When I get an idea for an investment I look first for competitive advantage and secondly for performance. These for the most part correlate with the quality of the management in place. If I like the prospects for the company within their industry I look for the expected overall performance of the industry and what opportunities exist to grow in the next 2-5 years (my investing time frame). I make very few new investments, maybe 6-10 new positions over the course of 12 months. This allows me to do great research and get a fair price over a period of weeks to months. I spend much more time evaluating each position that is currently in my portfolio against a range of new ideas to decide which options have the most opportunity for returns over the next 12-18 months. I want to have every dollar possible at work.
|(OMF) The Medium Term Value Fund|
|MODEL INCEPTION (08/15/2005)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||Actions|
|13+ YRS||12.61%||8.99%||View Fund Stats Track Fund|
|RETURN PERIOD (As Of: 07/31/2018)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
AUG 01, 2018 | Forbes Article
This is one of the rare times when individual investors have a trading advantage over institutions. Read More...
JUN 18, 2018 | Forbes Article
APR 26, 2018 | Forbes Article
After a strong January, the S&P 500 is now down 2.76% for the year. Many investors are considering moving to cash until the volatility settles down. But volatility can present opportunities for gains. Read More...
MAR 27, 2018 | Forbes Article
With the Dow Jones bouncing up and down 300 points a day, interest rates rising, and a trade war brewing, it will not take much to trigger another correction. Here is how five top managers are Read More...
MAR 07, 2018 | Forbes Article
You do not have permission to view this fund. Please select the "Overview" tab, or select a fund tab above.