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Gorden Lam

Accountant /Financial Analyst / Entrepreneur

  • Saratoga, CA
  • Feb 07, 2007
Investment Strategy

The fund focuses on mainly a buy and hold strategy, stocks are rarely traded but invested in businesses that have a competitive advantage as well as strong and innovative leadership.  Many of the businesses that the fund invests in have CEOs that are also the founders of the company, CEO’s with a proven track record as well as a passion and talent to add long-term shareholder value, but to consumers as well. These companies have a knack for creating products that consumers don’t even realize they want until they are introduced and marketed. As a stock picker with a background in business and organizational behavior, I tend to recognize patterns and traits that result in successful companies and a growing stock price over a long period of time. Fundamental analysis is used to find companies that are attractive while technical analysis is implemented to purchase stocks at the right price.


Funds
(GVF) Gorden's Value Fund
MODEL INCEPTION (02/07/2007) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
10+ YRS 12.04% 8.05% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.54% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 16.53% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 13.27% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 21.91% 15.43% Fund has a 1 year track record.  
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(GDF) Gorden's Dividend Fund
MODEL INCEPTION (01/28/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
1+ YRS 10.68% 19.57% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
1 YR -0.86% 15.43% Fund has a 1 year track record.  
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Achievements
  • GVF Beat the 75th percentile of mutual funds over 10 years.
    Sep 30, 2017
  • GVF Beat the 75th percentile of mutual funds over 5 years.
    Sep 30, 2017
  • GVF Beat the 75th percentile of mutual funds over 3 years.
    Sep 30, 2017
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