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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
11+ YRS 12.59% 8.40% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 13.27% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 16.13% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 13.11% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 18.18% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
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(GDF) Gorden's Dividend Fund
MODEL INCEPTION (01/28/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
2+ YRS 7.71% 18.43% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
1 YR -3.11% 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.
    May 31, 2018
  • GVF Beat the 75th percentile of mutual funds over 5 years.
    May 31, 2018
  • GVF Beat the 75th percentile of mutual funds over 3 years.
    May 31, 2018
  • GVF Beat the 50th percentile of mutual funds over 1 year.
    May 31, 2018
Articles

Gorden's Dividend Fund

GDF | Price History
GDF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Blend 32.31% -0.30%
Large Cap : Value 19.19% 0.22%
Large Cap : Growth 18.53% 0.77%
Mid Cap : Value 11.44% 0.14%
Small Cap : Value 8.51% -0.04%
Micro Cap : Growth 4.77% 0.43%
Micro Cap : Value 2.71% -0.02%
Unclassified Market Cap : Unclassified Style 2.55% 0.75%
GDF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Gorden Lam $1,194,650.75
Inception: Ticker Symbol: # of Securities:
January 28, 2016 GDF 29
Description:

Seeks companies with high yield and a stable history of dividend growth. Will typically seek to buy stocks with strong management in industries that seem to be out of favor at the time.

GDF | Turnover
Last Month 15.05%
Last 3 Months 94.76%
Last 6 Months 146.52%
Last 12 Months 174.57%
GDF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 ARLP $147,302.39
2 CAT $9,770.27
3 CSCO $9,011.49
4 SSW $6,152.14
5 HD $5,856.09
Position Symbol Gains
1 SDOW -$33,240.22
2 BPL -$18,756.46
3 CTL -$14,497.33
4 CODI -$6,139.80
5 NOC -$5,938.66
GDF | Skill Metrics
All Positions
Winning % 59.46%
Avg. Gain/Loss Ratio 1.41
GDF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 48.64% 0.31%
Industrials 23.95% 0.09%
Financials 6.56% 0.41%
Unallocated 6.20% 1.17%
Materials 5.36% -0.53%
Consumer Discretionary 3.77% -0.51%
Other 3.07% 0.31%
Real Estate 1.33% 0.67%
Energy 1.12% -0.47%
GDF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
GDF 0.00% 0.52% 1.38% -4.20%
S&P 500 0.17% 2.29% 0.00% 0.00%
NASDAQ 0.72% 0.00% 0.00% 0.00%
GDF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -1.43% -0.25% -1.18%
Last 30 Days 0.11% 1.42% -1.31%
Last 3 Months 0.59% 5.17% -4.58%
Last 6 Months -4.49% 4.12% -8.61%
Last 12 Months 0.33% 15.79% -15.46%
Last 2 Years 6.59% 38.32% -31.73%
Since Inception 19.46% 53.65% -34.19%
(Annualized) 7.71% 19.65% -11.94%
Data as of: 06/20/2018
GDF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
GDF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 ARLP 65.74%
2 SSW 24.70%
3 CAT 19.60%
4 GLL 11.86%
5 HD 11.73%
Position Symbol Inception Return
1 CTL -30.28%
2 CODI -12.26%
3 NOC -10.12%
4 RTN -9.11%
5 BPL -8.64%