Jeff Auxier

Jeff Auxier

Last Update: 11-21-2016

Number of Stocks: 153
Number of New Stocks: 7

Total Value: $447 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Jeff Auxier' s Profile & Performance

Profile

Jeff Auxier is the manager of Auxier Focus Fund. Over the 10-year ended on 9/30/2009, his fund gained more 75% cumulatively, while the S&P500 lost about 10%.

Web Page:http://www.auxierasset.com/

Investing Philosophy

Try to find compelling, undervalued companies that ideally exhibit the following attributes:

* Strong or improving fundamentals
* Consistency in operating results
* A substantial advantage over competition (strong franchise)
* A demonstrated ability to earn high rates of return on capital
* Understandable products
* Honest, competent shareholder-oriented management
* Intelligent capital allocation policies
* Generates substantial free cash flow with nominal mandatory capital requirements
* A strong balance sheet and financial flexibility

The investment candidates are then screened to determine what price represents good value with acceptable, low risk and the potential for above average returns. One of the chief investment sins is overpayment. We count on exceptional investment selection for our returns, not the market.

Total Holding History

Performance of Auxier Focus Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
2015-1.231.19-2.4
20147.3413.69-6.3
201323.8132.39-8.6
3-Year Cumulative31.3 (9.5%/year)52.3 (15.1%/year)-21 (-5.6%/year)
20128.7316-7.3
20115.572.113.5
5-Year Cumulative50.7 (8.5%/year)80.4 (12.5%/year)-29.7 (-4%/year)
201010.115.06-5.0
200924.7626.46-1.7
2008-24.52-3712.5
20075.715.490.2
200611.7515.79-4.0
10-Year Cumulative84.5 (6.3%/year)102 (7.3%/year)-17.5 (-1%/year)
20054.584.91-0.3
200410.7310.88-0.2
200326.7528.68-1.9
2002-6.79-22.115.3
200112.67-11.8924.6
15-Year Cumulative184.5 (7.2%/year)107.5 (5%/year)77 (2.2%/year)
20004.05-9.113.2

Top Ranked Articles

GuruFocus Value Conference 2016 Pictures Highlight from GuruFocus Value Conference last week
We had a great success for 2016 GuruFocus Value Conference last week. More than 140 investors from 14 countries attended the conference. We had 9 great speakers and our attendees thoroughly enjoyed it. 92% of the attendees indicated that they are likely to attend GuruFocus Value Conference again in 2017. Read more...
2017 GuruFocus Value Conference Early Bird Registration Started Register now and get a deep discount
2017 GuruFocus Value Conference registration has now started. The number of seats is limited to 200. Register now before the seat runs out. Get a deep discount by registering before Oct. 31. Read more...
2017 GuruFocus Conference Early Bird Registration Will End on December 15 Seats are limited. Register now.
2017 GuruFocus Conference Early Bird Registration will end soon. Register now before the seat runs out. Seats are limited. Get a deep discount by registering before Dec. 15. Read more...
Jeff Auxier Expands Holdings in Chemical and Biotech Companies Fund manager takes 3 and boosts 2 in 3rd quarter
Auxier Asset Management president Jeff Auxier (Trades, Portfolio) provides long-term capital appreciation to his shareholders through a “dedicated, diligent research effort” from his employees. The fund manager invests in companies that offer compelling value potential through several characteristics, including strong and consistent operating results, potential for high returns on invested capital and competent shareholder-oriented management. As of Sept. 30, Auxier has over 52% of the portfolio in consumer defensive (consumer staples) and health care companies. The manager took stakes in Celanese Corp. (NYSE:CE), LinkedIn Corp. (NYSE:LNKD) and Methanex Corp. (MEOX). Auxier also expanded his position in Biogen Inc. (NASDAQ:BIIB) and Allergan PLC (NYSE:AGN). Read more...
Jeff Auxier Takes Plunge in Fastenal, a Stock From Watchlist Despite its continually high price, Auxier purchased a small holding in nuts and bolts maker
Jeff Auxier (Trades, Portfolio) of Auxier Asset Management picked up eight new holdings during the fourth quarter, including Fastenal (NASDAQ:FAST), an industrial stock Auxier believed to be too richly valued this past August. Read more...
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Commentaries and Stories

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Time to Plan for Your Annual Omaha Trip: 2017 GuruFocus Value Conference Register before seats run out Tom Russo,Jeff Auxier - Time To Plan For Your Annual Omaha Trip: 2017 GuruFocus Value Conference
It is now time to plan for your annual Omaha trip to Berkshire Hathaway meeting in May. If you are going, make sure to join us at 2017 GuruFocus Value Conference. More...

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7 Low P/S Stocks With a Rising 10-Year Price Stocks with a long-term record of increasing prices Columbia Wanger,Jeff Auxier - 7 Low P/S Stocks With A Rising 10-Year Price
According to GuruFocus' All-in-One Screener, the following stocks with market caps above $5 billion look cheap since they are trading with a very low price-sales (P/S) ratio. More...

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2017 GuruFocus Conference Early Bird Registration Will End on December 15 Seats are limited. Register now. First Eagle Investment,Jeff Auxier - 2017 GuruFocus Conference Early Bird Registration Will End On December 15
2017 GuruFocus Conference Early Bird Registration will end soon. Register now before the seat runs out. Seats are limited. Get a deep discount by registering before Dec. 15. More...

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Jeff Auxier Expands Holdings in Chemical and Biotech Companies Fund manager takes 3 and boosts 2 in 3rd quarter Jeff Auxier - Jeff Auxier Expands Holdings In Chemical And Biotech Companies
Auxier Asset Management president Jeff Auxier (Trades, Portfolio) provides long-term capital appreciation to his shareholders through a “dedicated, diligent research effort” from his employees. The fund manager invests in companies that offer compelling value potential through several characteristics, including strong and consistent operating results, potential for high returns on invested capital and competent shareholder-oriented management. As of Sept. 30, Auxier has over 52% of the portfolio in consumer defensive (consumer staples) and health care companies. The manager took stakes in Celanese Corp. (NYSE:CE), LinkedIn Corp. (NYSE:LNKD) and Methanex Corp. (MEOX). Auxier also expanded his position in Biogen Inc. (NASDAQ:BIIB) and Allergan PLC (NYSE:AGN). More...

JEFF AUXIER, DODGE & COX, PIONEER INVESTMENTS, STEVEN COHEN, MARIO GABELLI, JEREMY GRANTHAM


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Jeff Auxier's Auxier Asset Management Fall Report Overview of market and holdings Jeff Auxier - Jeff Auxier's Auxier Asset Management Fall Report
Fall 2016 Market Commentary More...

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Dunkin’ Donuts to Release Bottled Beverages Company teams up with Coca-Cola to compete against Starbucks, PepsiCo Jeff Auxier,Caxton Associates,Columbia Wanger,Jim  - Dunkin’ Donuts To Release Bottled Beverages
In an attempt to position itself further as a coffee destination, Dunkin’ Brands Group Inc. (NASDAQ:DNKN) has partnered with Coca-Cola (NYSE:KO) to launch bottled Dunkin’ Donuts coffee in the U.S. More...

COFFEE, DONUTS, DUNKIN, STARBUCKS, COCACOLA, PEPSI


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Jeff Auxier Buys Biogen, LyondellBasell and Union Pacific Guru's largest 2nd quarter trades Jeff Auxier - Jeff Auxier Buys Biogen, LyondellBasell And Union Pacific
Jeff Auxier (Trades, Portfolio) is the manager of Auxier Focus Fund. He manages a portfolio composed of 146 stocks with a total value of $437 million. During the second quarter, the guru traded the following stocks. More...

TRADES, BUY, SELL, AUXIER


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2017 GuruFocus Value Conference Early Bird Registration Started Register now and get a deep discount Jeff Auxier - 2017 GuruFocus Value Conference Early Bird Registration Started
2017 GuruFocus Value Conference registration has now started. The number of seats is limited to 200. Register now before the seat runs out. Get a deep discount by registering before Oct. 31. More...

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Rating: 4.8/5 (4 votes)

Jeff Auxier's Summer 2016 Market Commentary Discussion of markets and holdings Jeff Auxier - Jeff Auxier's Summer 2016 Market Commentary
June’s shocking vote by Great Britain to exit the European Union added to volatility for the second quarter. I remember like yesterday investing in the 1990s when negative headlines out of international markets were relentless. Japan’s stock market crashed off an immense bubble that peaked in 1989. Mexico suffered a severe Peso devaluation in 1994. Russia defaulted after the energy bust in 1998. East Asia faced a severe financial crisis and meltdown at the same time. Despite such alarming headlines, the superior businesses we owned endured and thrived. And investment flows returned to the US as investors increasingly valued the integrity of our markets and rule of law. These inflows ultimately contributed to bubble valuations in US blue chips in the late 1990s, when we were forced to lighten up. A classic example was Coca Cola, then trading at 50 times earnings. More...

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Jeff Auxier Sells Precision Castparts, AT&T, Microsoft The guru's largest sales in the 1st quarter Jeff Auxier,PRIMECAP Management,T Rowe Price Equit - Jeff Auxier Sells Precision Castparts, AT&T, Microsoft
Jeff Auxier (Trades, Portfolio) is the manager of Auxier Focus Fund. He manages a portfolio of 143 stocks and during the first quarter sold shares in the following stocks: More...

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Jeff Auxier's Spring 2016 Market Commentary Review of markets and investing principles Jeff Auxier - Jeff Auxier's Spring 2016 Market Commentary
After an 11% decline in the first six weeks of 2016, the benchmark Standard & Poor’s 500-stock index recovered to gain 1% for the first quarter. Stocks rebounded in the face of a sharp cutback in energy capital spending, slowing world growth and wildly volatile currency swings that weighed on export volumes. These setbacks largely offset the positive material savings from declining prices in natural gas, heating oil, diesel and gasoline. Regions with heavy in-migration like the Pacific Northwest are showing very strong economic growth, while those tied to coal and oil are suffering. Historically, sharp drops in energy inputs have led to strong growth (1986 and 1998) as our economy is 85% service oriented. Indeed, my recent visits with executives in construction trades—both housing and commercial—suggest there are serious ongoing shortages in welding, plumbing, electrical framing—you name it, especially in the West. More...

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GuruFocus Value Conference 2016 Pictures Highlight from GuruFocus Value Conference last week Francis Chou,Jeff Auxier - GuruFocus Value Conference 2016 Pictures
We had a great success for 2016 GuruFocus Value Conference last week. More than 140 investors from 14 countries attended the conference. We had 9 great speakers and our attendees thoroughly enjoyed it. 92% of the attendees indicated that they are likely to attend GuruFocus Value Conference again in 2017. More...

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Jeff Auxier Takes Plunge in Fastenal, a Stock From Watchlist Despite its continually high price, Auxier purchased a small holding in nuts and bolts maker Jeff Auxier - Jeff Auxier Takes Plunge In Fastenal, A Stock From Watchlist
Jeff Auxier (Trades, Portfolio) of Auxier Asset Management picked up eight new holdings during the fourth quarter, including Fastenal (NASDAQ:FAST), an industrial stock Auxier believed to be too richly valued this past August. More...

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Auxier Asset Management Year-End 2015 Market Commentary The Auxier Report for fourth quarter 2015 Jeff Auxier - Auxier Asset Management Year-End 2015 Market Commentary
Year End 2015 Market Commentary More...

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Jeff Auxier's Holdings Trading Below Peter Lynch Earnings Line Valero and Toyota are among the current bargains Jeff Auxier - Jeff Auxier's Holdings Trading Below Peter Lynch Earnings Line
Jeff Auxier (Trades, Portfolio) is the manager of the Auxier Focus Fund. The following are the stocks in his portfolio that are trading below the Peter Lynch fair value. More...

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Auxier Buys New Stake in Allstate Auxier added only two new stocks during the 3rd quarter Jeff Auxier - Auxier Buys New Stake In Allstate
Value investor Jeff Auxier (Trades, Portfolio) heads Auxier Asset Management in Portland, Ore., far from the noise of Wall Street. When evaluating potential investments, Auxier and the firm look for companies that have strong or improving fundamentals, consistency in operating results and understandable products, among other attributes. More...

JEFF AUXIER, ALLSTATE, INSURANCE


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Jeff Auxier's Fall 2015 Market Commentary From Auxier Asset Management Jeff Auxier - Jeff Auxier's Fall 2015 Market Commentary
Major stock indices continued their correction through the third quarter of 2015. Corporate revenue gains and product pricing have been weak. Concerns over slowing global growth and currency devaluations, starting with China, have added to uncertainty. Commodity-driven emerging markets have suffered over $1 trillion in outflows, the first net exodus in 27 years. So it shouldn’t be surprising that a long overdue 10% correction took place in a week in August. The price you pay for seeking superior compounded returns is enduring the volatility of free market pricing. The key to compounding is to stick with good companies when it gets ugly and painful. More...

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Johnson & Johnson´s Dividend Discount Model Suggests Value of $139.6 Per Share A fair value of approximately $140 per share makes it a great play for value and income investors Jeff Auxier,Sarah Ketterer,John Rogers,Manning & N - Johnson & Johnson´s Dividend Discount Model Suggests Value Of $139.6 Per Share
In this article, let´s take a look at Johnson & Johnson (NYSE:JNJ), which has reported better-than-expected earnings but a decline in revenues. The EPS for the third quarter was $1.49, beating estimates by $0.04. However, revenue of $17.1 billion misses by $350 million. More...

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Jeff Auxier: 'Investors Are Confusing Volatility for Risk; Panic Is Not Knowing What You Own' 16 year-old Auxier Focus Fund strives for slow and steady protection of principal—especially during downturns Jeff Auxier - Jeff Auxier: 'Investors Are Confusing Volatility For Risk; Panic Is Not Knowing What You Own'
Lake Oswego, Ore. - September 2015 - Nearly three thousand miles from the Animal House panic on Wall Street, Jeff Auxier (Trades, Portfolio) is as calm as one of the cattle grazing at his Auxier Family Farms in Oregon. More...

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Jeff Auxier Increases Several Holdings During Second Quarter PepsiCo and Molson Coors Brewing were among his largest purchases Jeff Auxier - Jeff Auxier Increases Several Holdings During Second Quarter
Jeff Auxier (Trades, Portfolio) is the manager of the Auxier Focus Fund. His portfolio is composed of 144 stocks with a total value of $479 million. The following are the largest stakes he increased during the last quarter. More...

JEFF AUXIER, BUYS, MICROSOFT, PHILIP MORRIS


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