Tony Mitchell

APMHF – This fund is founded on the manager’s knowledge and years of experience in the Hospitality Industry. This fund will invest in companies that are in or part of the supply chain to the Hospitality Industry. Applying the same investment strategy used in all of his funds, Tony carefully selects companies based on his analysis of the company’s financials, management, products or services, and marketing acumen, while taking into account the broader macro economics at the time.

The long term strategy of the APMIF model fund is to invest and stay invested in companies that are utilizing or developing modern technologies that will grow value share and earnings within their competitive set, as determined by the manager’s analysis of the company’s financials, management, products or services, and marketing acumen. Given the nature of the markets, the manager will also stay abreast of the Macro Economics that may have an effect on stock prices such as Monetary and Fiscal Policies, Trends, Technical Analysis, Black Swans, Market Exuberance, and other factors that may affect the markets in totality and may at times reduce exposure to the market and or hedge against market downturns to protect portfolio gains through inverse ETFs.  

This fund is designed for the investor looking toward retirement whose retirement funds are lagging their retirement needs and is seeking an edge over an S&P fund without too much added risk, to catch up! This fund seeks out growth companies that are undervalued as determined by the analysis of the fund manager, and will rebalance as needed to meet this mission by buying the right companies when the right opportunities are present, and selling them when 80% of the growth opportunity over the next 12 months has been captured and greater opportunities are available. The majority of this fund will be spread over multiple sectors to minimize risk, while maximizing returns.

This fund is designed for the investor looking toward retirement whose retirement funds are lagging their retirement needs and is seeking an edge over an S&P fund without too much added risk, to catch up! This fund seeks out growth companies that are undervalued as determined by the analysis of the fund manager, and will rebalance as needed to meet this mission by buying the right companies when the right opportunities are present, and selling them when 80% of the growth opportunity over the next 12 months has been captured and greater opportunities are available. The majority of this fund will be spread over multiple sectors to minimize risk, while maximizing returns.