At a Glance

Assets Under Management: <50 mil

Year Founded: 2018

Strategies: Growth Equity, Tactical, Large Cap Blend, all SMAs

Headquarters: Dublin, CA

Portfolio Manager: Aalok Devkota

Devkota Capital Management

We like to buy companies that are expected to grow their revenues/earnings and are fairly valued. We have developed quantitative models to identify great companies. We are long-term investors but we do believe that any company can lose its competitive advantage so we do not hesitate to sell when our thesis changes.

Historically US markets have done really well over a long period but there have been numerous times when investors have seen their portfolio lose more than 20% of their value. When we expect the market to go down we hedge our positions with short stocks or options.

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FACTSHEETS

TACTICAL ETF COMPOSITE

This composite tries to find the achievement of superior returns in comparison to a customary diversified fund. We aim to surpass the index after a full market cycle.

LARGE CAP BLEND COMPOSITE

This composite is best suited for investors that are looking for reasonable growth with a moderate risk tolerance. The model has two distinct portfolios: Core and Satellite.

GROWTH EQUITY COMPOSITE

This composite seeks to accomplish superior absolute and risk-adjusted returns relative to a customary diversified portfolio. We apply growth-at-a-reasonable price (GARP) approach to portfolio building.

Devkota Tactical Performance Through 3-31-19

Devkota Tactical Performance Through 3-31-19

 

Devkota Large Blend Peformance Through March 31 2018

Large Blend Performance Through 3-31-19

 

Devkota-Growth-Equity-3-31-19-

Devkota Growth Equity Performance Through 3-31-2019