Register for Webinar – 15 January 2019

As highlighted in this month’s commentary, we have two sessions planned, one hour each nominally, on Tuesday 15 January 2019 at 2pm and 5pm eastern … 11am and 2 pm pacific.

Like last time, we will employ easy-to-use the Zoom web conferencing tool.

Brad Ferguson of Halter Ferguson Financial will highlight how he uses the premium site to find funds that best match his clients needs … and “the next Robert Gardiner.”

We’ll also discuss latest upgrades, including a lightning fast, highly addictive MultiSearch tool … should load today!

If you’ve not already done so, please register here for first session:

Or, here for second session:

Thank you!

All Dodge & Cox Funds Trending Down

Through October, all six Dodge & Cox funds below 3- and 10-month simple moving averages (SMAs), including its Income fund DODIX. Its closed International Stock fund DODFX is trending 8.5% below is 10-month SMA.

Hussman Funds

Since inception Hussman funds have been one of great destroyers of capital in the mutual fund industry, except for the fees they generate, which are currently as high as 2% per year. And even still, they maintain an AUM of $600M. Can you believe that?

O’Shaughnessy Funds

O’Shaughnessy Funds rose to MFO’s “Upper” Family Rating this past month. Good to see. All its 5 funds have fared very well against their competition this past year.

Continue reading “O’Shaughnessy Funds”

New Webhost

Just migrated MFO Premium to DreamHost from SiteGround, which has hosted the site since launch in November 2015. The reason for the change is that Paypal recently started enforcing more up-to-date versions of TLS (Transport Layer Security) than were available on SiteGround’s server, so it stopped handshaking with our subscriber management software, called UserBase. That meant we had to manually approve subscribers after they paid on PayPal. That issue should be fixed now.

We apologize for any hassle!

The site appears fully functional and the transition should be transparent, but if you see anything amiss (for example, missing newer WatchLists), please email ( and we will address soonest.

As always.

Baillie Gifford

All 11 Baillie Gifford funds have outperformed their peers since launch in US. YTD, however, its international/EM funds have followed their categories down … now in 6th month of drawdown. And, last month its two growth funds dipped with FB. Still, impressive numbers so far.

Here are numbers since launch …

Continue reading “Baillie Gifford”

MFO Premium Site Webinar Charts & Video – Tuesday, 7 August 2018

Thank you all for attending our recent webinars!

Please find chart deck here.

Please find link to video recording (of initial session) here.


Grandeur Peak

Grandeur Peak, recommended strongly by David (and Sam), continues to be an MFO Top Fund Family. All seven of its funds have beaten their peers handsomely since launch. Its two open funds, Global Stalwarts (GGSOX) and International Stalwarts (GISYX), have done particularly well this past year. That said, all seven are experiencing five months of drawdown.

Continue reading “Grandeur Peak”

Cambria’s Global Value ETF (GVAL)

Looks like GVAL has crushed competition in Global Large Cap Value category this past year thru March. Top quintile performance in absolute and risk adjusted returns, including Sharpe, Sortino, and Martin. Its 3-year numbers look good too!

Continue reading “Cambria’s Global Value ETF (GVAL)”

Natixis Sustainable Future

Perfect scores for young target-date fund series Natixis Sustainable Future. (David calls 1-2 yr old funds “Rookies.”) Honestly, hard to follow just who’s managing giving all the name changes. Still, hats-off. (Hope they … whoever they is … lock-in the “after-waivers” er.)