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Manager Info Manager Name Select Fund(s) To Invest* HIBEV HIDEV Contact Info First Name* Last Name* Email* Phone Message Investment Info U.S. Resident: * No Yes U.S State: *Please select the state in which you resideNot a U.S. Resident Alabama Alaska American Samoa Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Guam Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Northern Marianas Islands Ohio Oklahoma Oregon Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Virgin Islands Washington West Virginia Wisconsin Wyoming Size of Account To Be Opened: $100,000 - $250,000 $250,000 - $1,000,000 $1,000,000+ Size of Investment Portfolio: $100,000 - $500,000 $500,000 - $1,000,000 $1,000,000 - $5,000,000 $5,000,000+ Level of Investment Knowledge: Low Moderate High Advanced Previous Investment Experience: Mutual Funds Individual Stocks Options Private Offerings Anticipated Investment Time-Frame: Less than 2 years Between 2 and 5 years Between 5 and 10 years More than 10 years Close Subscription Confirmation You have successfully subscribed to the manager. Please look out for the confirmation email sent to the address that you provided. Close Track Todd Hagopian Please fill out the required information below to track Todd Hagopian. Your information is private and will not be used for anything other than to send tracking updates. You will have the option to unsubscribe whenever you choose. Please be sure to allow emails from mytrackrecord.com, operated by Marketocracy Inc. First Name* Last Name Email* Friend Or Family Check this box if you are a friend or family member of the manager. View Subscription Settings Frequency* Monthly Quarterly Select Funds To Track* HIBEV (Composite Fund) | Hagopian Institute BioMed Extreme Value HIDEV (Composite Fund) | Hagopian Institute Defense Extreme Value I would like to receive updates from the manager. If checked, the manager may choose to send email updates to your email address. Maximum of once a week. The manager will not be able to see your email address. 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Invest Today Todd Hagopian Business Unit Manager - B2B (Former Financial Advisor & Bank Manager) Feb 16, 2011 LinkedIn Profile Personal Site todd-hagopian.mytrackrecord.com Investment Strategy I set up "Valuation Zones", which can consist of P/E, PEG, P/S, or even Price/Book, depending on the sector/situation which I am evaluating. Depending on the industry, I set loose valuation zones at certain levels, running dozens of companies through a set of filters. Companies which qualify under these loose valuation zones, I add them to my watch list. After looking at the broader list, I tighten the valuation zones so that only the stocks that represent a significant discount to fair value emerge. These are the stocks that I invest in. My investing philosophy is to make every dollar work as hard as possible, every minute of the day, based on the underlying belief is that there is always something available to purchase at a discount. For that reason, I do not try to wait for the perfect moment to buy or sell, but rather frequently evaluates my holdings for opportunities to lock in profits as stocks gain (exiting their "valuation zone"), and reinvest those dollars into stocks within the sector which have fallen into these designated "valuation zones" at any given time. Frequent rebalancing is key to the strategy. As a stock falls into a P/E valuation zone, it will be purchased, and as it surges up 15%, emerging from a valuation zone, it may be sold so that the money can be invested into another stock which has dipped into a P/E valuation zone. As the second stock surges, and the first falls back to earth, I will rebalance again.The resulting fund’s goal is to allow the given fund to attack specific sectors with a much lower risk profile, while trying to lock in greater gains by frequently re-balancing on based on where these stocks are trading, with respect to these valuation zones. Funds (HIBEV) Hagopian Institute BioMed Extreme Value MODEL INCEPTION (03/05/2011) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions 9+ YRS (As of: 03/23/2020) 13.66% 8.58% View Fund Stats Track FundRETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS 5 YRS -1.06% 9.75% 3 YRS -4.69% 10.13% 1 YR -15.60% 6.68% Show Fund Strategy HIBEV is a Biotech/Pharma Extreme Value fund, which looks for investments within the BioTech/Pharma industry which have (or are on the cusp of) positive earnings, with strong growth prospects, which have dipped into attractive valuation zones. The fund’s long-term objective is to deliver a large alpha return, while strictly controlling the beta. By focusing on stocks with relatively low P/E ratios, plenty of room between trading price and target price, and stocks which have fallen from their highs, the fund delivers a low-risk/high-return value proposition to investors, even inside a typically-volatile sector, like The Biotech Industry. Click Here to View More Information About This Fund. (HIDEV) Hagopian Institute Defense Extreme Value MODEL INCEPTION (03/07/2011) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions 9+ YRS (As of: 03/23/2020) 9.14% 8.69% View Fund Stats Track FundRETURN PERIOD (As Of: 02/29/2020) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS 5 YRS 11.18% 9.75% 3 YRS 11.89% 10.13% 1 YR 1.37% 6.68% Show Fund Strategy HIBEV is a Defense Extreme Value fund, which looks for investments within the Defense/Aerospace industry which have (or are on the cusp of) positive earnings, with strong growth prospects, which have dipped into attractive valuation zones. The fund’s long-term objective is to deliver a large alpha return, while strictly controlling the beta. By focusing on stocks with relatively low P/E ratios, plenty of room between trading price and target price, and stocks which have fallen from their highs, the fund delivers a low-risk/high-return value proposition to investors, even inside an industry which is frequently at the mercy of global macroeconomic trends. Click Here to View More Information About This Fund. Achievements Array ( [badgeID] = 100 [fundSymbol] = 100 ) [10] = Array ( [badgeID] = 100 [fundSymbol] = 100 ) [5] = Array ( [badgeID] = 6 [fundSymbol] = HIDEV [fundID] = 6042-6 ) [3] = Array ( [badgeID] = 11 [fundSymbol] = HIDEV [fundID] = 6042-6 ) [1] = Array ( [badgeID] = 100 [fundSymbol] = 100 ) )HIDEV Beat the 75th percentile of mutual funds over 5 years. Feb 29, 2020 HIDEV Beat the 50th percentile of mutual funds over 3 years. Feb 29, 2020 Articles View All...