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For example, I made a significant investment in ADM in mid-2012, when the stock was under $30 because a drought reduced its earnings that year. I did not know how long the drought would last, but expected that earnings would recover when the drought was over. I also saw that the risk of permanent capital loss was low because of the strength of the company’s financials and the importance of their products to the world’s economy. Two years later, when the drought was over, I began to close my position at ~$50. Moreover, ADM continued as well as increased its dividends over those two years and also bought back some of its shares without taking on additional debt. Similar opportunities exist in different sectors at different times. I invest in those that can likely generate good returns over an investment horizon that is generally longer than most Wall Street analysts have the patience for.
I have an undergraduate degree in Chemical Engineering from M.I.T which gives me the math background to analyze balance sheets and cash flows. But, it is my 10 years of experience as a cardiologist that gives me a deep knowledge of human psychology to understand management incentives and human fears better than most analysts, including those on Wall Street. I constantly read and learn about different companies. When I started investing and analyzing our personal earnings in the market, I soon realized that our returns were beating the market by a significant margin. That led me to establish RMF on Marketocracy.com to get an unbiased view of our returns, and over the last three years, RMF has substantially outperformed the market.
|(RMF) rgarga's Mutual Fund|
|MODEL INCEPTION (08/26/2012)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||Actions|
|7+ YRS (As of: 01/13/2020)||8.95%||14.38%||View Fund Stats|
|RETURN PERIOD (As Of: 08/31/2019)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
Rahul Garg has been researching Seritage Growth Properties since it was reported in late 2015 that Warren Buffett owns a little over 8% of the company. Recently, he purchased the stock, so I asked him Read More...
APR 12, 2017 | Forbes Article
Headlines are full of tweets from President Trump on drug pricing. Each tweet seems to be followed by drops in stock prices of pharmaceutical companies. Given the fear built in their equities, Rahul Read More...
MAR 28, 2017 | Forbes Article
FEB 14, 2017 | Forbes Article
Shari Redstone assumed control of Viacom in an effort to have CBS, which is also controlled by the Redstone family, acquire Viacom. Now that CBS has decided not to proceed with the acquisition, it’s Read More...
DEC 28, 2016 | Forbes Article
Allergan CEO, Brent Saunders, has put his own money on the line, and the company is buying back 15% of it's outstanding stock. A CEO who invests $1 million of his own money in his company's stock is a Read More...
NOV 30, 2016 | Forbes Article
|Unclassified Market Cap : Unclassified Style||49.49%||-0.15%|
|Large Cap : Value||19.86%||-0.49%|
|Mid Cap : Growth||12.21%||-0.50%|
|Large Cap : Blend||11.28%||-0.23%|
|Large Cap : Growth||7.16%||-0.29%|
The information below pertains to model data only.
|Fund Manager:||Total Model Net Assets:|
|Inception:||Ticker Symbol:||# of Securities:|
|August 26, 2012||RMF||11|
RMF hopes to achieve long term, steady growth of capital by investing in highly profitable and undervalued businesses that are currently underappreciated for their potential. At any point, the fund may hold up to 10-12 equities (domestic or foreign) at significant concentrations. Merger-arbs may be utilized to enhance returns. When everyone seems to be getting greedy, the fund may hold significant amounts of cash; On the other hand, when there is significant fear in the market, the fund maybe fully invested. Overall, RMF hopes to achieve meaningful returns above S&P500.
|Last 3 Months||20.47%|
|Last 6 Months||26.85%|
|Last 12 Months||49.87%|
|Period||Returns||S&P 500 Returns||Returns VS S&P 500|
|Last 3 Months||5.88%||10.29%||-4.41%|
|Last 6 Months||8.15%||11.25%||-3.10%|
|Last 12 Months||23.98%||29.21%||-5.23%|
|Last 3 Years||7.65%||53.42%||-45.77%|
|Last 5 Years||21.92%||81.13%||-59.21%|