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No. 1 ranked 3-Year
Returns Large Cap Blend!
No. 3 of 63 Managers 15-Years.
Strong Cash-Raising & Sell
Disciplines!
Mostly Blue Chips & Large Companies
Last 15 years' return of +15.1% av. annually beat 96% of
similar mutual funds and managers. Last 3 years' return of . % beat all 200 large-cap blend or core managers* (i.e., large
cap oriented managers using a mix of growth and value stocks).
Gains since inception 22 mos. ago) have been 51%, three times the
S&P 500's total return (which is equivalent to an S&P 500 index
fund).
Sell disciplines now believed to be tighter than 99% of mutual funds
and managers. The acid test of a money manager is
long-term performance
for his clients after tax. Bob's managed and published model portfolios, using no
margin, ranked highly among stock funds and managers since
1987. His experience is broad and deep: 33 years of investment
management, including over 20 years as chief investment strategist
of large brokerage firms. Among about 25 analysts, for the last 5 years he was ranked by financial consultants/brokers,
individual investors, and European institutional investors the
most valuable analyst. |
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Strong Outperformance Without Margin
+14.3% net average annually since 1991, 3 points above S&P 500
average total returns. More proactive management since
April 2004: +60% net after tax, 28 points above S&P; average S&P 500 risk...
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Solid Experience
33 years’ of performance-demonstrated investment
management: rated no. 1 analyst by major brokerage firm’s
consultants for last 5 years...
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Sound Investment Approach
emphasizing subgroups, the best stock trends, cutting
losses short and letting gains run, with a strict sell
discipline to reduce downside risk...
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Low Tax Objective
cutting losses short & letting gains run has kept net taxes
below one percentage point during past 22 mos. When major stock
leadership trends end, most gains tend to be long term...
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Invest With Bob
Robbins
Bob buys stocks that you buy. His
fee, based on no. 1 ranked 5-year performance* and top 4%
15-year returns, is only 1.5%...
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Key attractions: 96th percentile 15-year returns (100th percentile last
3 years*), sell disciplines believed
to be tighter than 99% of mutual funds and money managers, demonstrated skill identifying
stock winners and losers among the largest few thousand stocks, low-tax approach, broad and deep experience, commitment
to investing his money with yours, no hidden costs (that are typical
of mutual funds), hourly and daily account review,
anytime access to your account, and major brokerage firm research
and service. *according to a leading industry
consultant, Informa Investment Solutions at www.Informais.com.ww.informais.com. |