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Algy Hall from Citiwire talks with Portfolio Manager Fred Stanske about lessons learned in recent years

"…while the strategy ignores growth rates, it gets to the heart of what matters about successful growth investing. If a company is growing fast but the growth is correctly forecast, it is highly likely to be priced in (behavioral finance practitioners would expect it to be more than priced in). It is only unexpected growth that makes successful growth strategies work."

The FullerThaler Behavioral Small Cap Growth Fund’s (FTXSX) standardized performance as of 12/31/23 is as follows:1 year 33.15%; 5 years 16.79%; and since inception (12/21/17) 13.70%.


Performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For performance current to most recent month end, call 1-888-912-4562.


Top 10 holdings as of 12/31/23: e.l.f. Beauty, Inc., 4.97%; Super Micro Computer, Inc., 3.89%; Vertiv Holdings Co. Class A, 3.80%; Weatherford International plc, 3.52%; Nutanix, Inc. Class A, 3.18%; Wingstop, Inc., 2.56%; Freshpet Inc, 2.46%; Abercrombie & Fitch Co. Class A, 2.28%; Frontier Communications Parent, Inc., 2.25%; DigitalOcean Holdings, Inc., 2.21%. Current and future portfolio holdings are subject to risk. Holdings are subject to change and do not constitute a recommendation or solicitation to buy or sell a particular security.


The thoughts and opinions expressed in the article are solely those of the author. The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser.  The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfolio. 




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