Auxier Asset Management

Our Vision

At Auxier Asset Management, we harness the power of compounding to deliver exceptional returns for our clients. We believe in the meticulous research and disciplined management that fosters market-beating performance over the long term.

Experience and Expertise

With over 36 years of collective experience managing portfolios through every market cycle, our team understands the intricacies of capital allocation. Our unique advantage lies in our unwavering commitment to intensive research and a relentless pursuit of market insights.

Investment Philosophy

Our investment philosophy revolves around identifying undervalued opportunities and creating a diversified portfolio that can withstand market volatility. We employ a rigorous screening process to identify high-quality companies with strong fundamentals and competitive advantages.

Differentiation

Our dedication to transparency and accountability sets us apart. We provide regular updates on portfolio performance, holdings, and market insights to empower our clients and foster trust.

Services Offered

Our comprehensive services include:

1. Managed Accounts

• Personalized portfolio management tailored to your financial goals and risk tolerance.
• Regular review and rebalancing to ensure portfolio alignment.
• Transparent reporting and communication throughout the process.

2. Investment Advisory

• Customized investment strategies based on your individual needs and aspirations.
• Access to our experienced research team and market insights.
• Ongoing consultation and guidance to navigate market volatility.

3. Auxier Focus Fund

• A professionally managed fund offering a diversified portfolio of high-quality, undervalued companies.
• A proven track record of generating consistent returns over the years.
• Dedicated to generating market-beating performance through meticulous research and disciplined investment practices.

4. Research and Analysis

• Regularly published quarterly shareholder letters providing in-depth market analysis and portfolio insights.
• Access to exclusive research reports and market updates.
• Regular interviews and media appearances offering expert perspectives on market trends.

5. Client-Centric Approach

• Personalized service and responsiveness to your needs.
• Open communication and transparency throughout the investing process.
• Collaborative approach to achieving your financial goals.