Public Profile

Performance Updates

Want to track the performance of this manager?

Click the button below to sign up to receive monthly performance updates by email.

Track Manager
Invest Today

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

Robert Frazier

Media and Marketing Consultant (Former Investment Advisor)

Investment Strategy

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.




Funds
(OMF) The Medium Term Value Fund
MODEL INCEPTION (08/15/2005) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
12+ YRS 12.04% 8.55% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.94% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 17.89% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 13.05% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 11.81% 15.43% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • OMF Beat the 75th percentile of mutual funds over 10 years.
    Sep 30, 2017
  • OMF Beat the 75th percentile of mutual funds over 5 years.
    Sep 30, 2017
  • OMF Beat the 75th percentile of mutual funds over 3 years.
    Sep 30, 2017
Articles

Access Denied

You do not have permission to view this fund. Please select the "Overview" tab, or select a fund tab above.