The Wildcat Fund
The Wildcat Fund
Growth of a $10,000 investment made on April 30, 2005
A $10,000 investment made with the Atkins Investment Group would now be worth over $12,550*
- Multi-cap portfolio that is flexible and opportunistic
- Disciplined approach to investing
- Industry leaders or "best of breed" companies
- May invest in small and mid cap stocks
- May invest up to 20% in foreign stocks
Fundamental Analysis
- Companies with positive overall health
- Accelerated earnings growth, above-average sales and ROE
- Company innovation - new product or service
Quantitative Analysis
- "Out-of-favor" stocks the market has overlooked
- Undervalued relative to industry or sector
- Not just cheap, but cheap stocks getting better
| Asset Allocation | |
|---|---|
| Technology | 14.77% |
| Consumer Staples | 14.03% |
| Financials | 13.14% |
| Healthcare | 10.94% |
| Consumer Disc. | 8.86% |
| Industrials | 8.14% |
| Energy | 6.91% |
| Utilities | 6.74% |
| Telecommunications | 5.44% |
| Basic Materials | 3.67% |
| Top 5 Performers | |
|---|---|
| VDSI | 63% |
| UA | 38% |
| ITC | 31% |
| ZMH | 26% |
| VTR | 20% |
| Top 10 Holdings |
|---|
| Under Armour, Inc. (UA) |
| Ventas Inc. (VTR) |
| Zimmer Holdings Inc. (ZMH) |
| International Game Technology (IGT) |
| ITC Holdings Corp. (ITC) |
| FedEx Corporation (FDX) |
| Pepsico, Inc. (PEP) |
| Procter & Gamble Co. (PG) |
| Amgen, Inc. (AMGN) |
| Bank of America Corp. (BAC) |
*As of 2-26-07
All data is unaudited