Jeff Auxier

Jeff Auxier

Auxier Asset Management
Last update 2020-05-15 150 Stocks (1 new)
Value $401.00 Mil Turnover 0 %
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Jeff Auxier 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%.

Jeff Auxier 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.
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Performance of Auxier Focus Fund

Year Return % S&P500 % Excess Gain %
2019 20.2 30.58 -10.4
2018 -4.06 -4.57 0.5
2017 17.71 21.7 -4
3-Year Cumulative (2017-2019) 35.74 (10.72/Year) 51.65 (14.89/Year) -15.89 (-4.17/Year)
2016 7.09 12 -4.9
2015 -1.23 1.24 -2.5
5-Year Cumulative (2015-2019) 43.58 (7.50/Year) 71.96 (11.45/Year) -28.36 (-3.93/Year)
2014 7.34 13.46 -6.1
2013 23.81 32.31 -8.5
2012 8.73 15.99 -7.3
2011 5.57 1.9 3.7
2010 10.1 15.05 -4.9
10-Year Cumulative (2010-2019) 141.15 (9.20/Year) 251.03 (13.38/Year) -109.88 (-4.18/Year)
2009 24.76 26.35 -1.6
2008 -24.52 -36.79 12.3
2007 5.71 5.15 0.6
2006 11.75 15.84 -4.1
2005 4.58 4.83 -0.2
15-Year Cumulative (2005-2019) 180.55 (7.12/Year) 257.98 (8.87/Year) -77.43 (-1.73/Year)
2004 10.73 10.7 0
2003 26.75 28.18 -1.4
2002 -6.79 -21.58 14.8
2001 12.67 -11.76 24.4
2000 4.05 -9.75 13.8

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