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Todd Hagopian

Global Marketing Director (Former Financial Advisor & Bank Manager)

Investment Strategy

I set up "Valuation Zones", which can consist of P/E, PEG, P/S, or even Price/Book, depending on the sector/situation which I am evaluating.  Depending on the industry, I set loose valuation zones at certain levels, running dozens of companies through a set of filters.  Companies which qualify under these loose valuation zones, I add them to my watch list.  After looking at the broader list, I tighten the valuation zones so that only the stocks that represent a significant discount to fair value emerge.  These are the stocks that I invest in. 

My investing philosophy is to make every dollar work as hard as possible, every minute of the day, based on the underlying belief is that there is always something available to purchase at a discount.  For that reason, I do not try to wait for the perfect moment to buy or sell, but rather frequently evaluates my holdings for opportunities to lock in profits as stocks gain (exiting their "valuation zone"), and reinvest those dollars into stocks within the sector which have fallen into these designated "valuation zones" at any given time.  

Frequent rebalancing is key to the strategy.  As a stock falls into a P/E valuation zone, it will be purchased, and as it surges up 15%, emerging from a valuation zone, it may be sold so that the money can be invested into another stock which has dipped into a P/E valuation zone.  As the second stock surges, and the first falls back to earth, I will rebalance again.The resulting fund's goal is to allow the given fund to attack specific sectors with a much lower risk profile, while trying to lock in greater gains by frequently re-balancing on based on where these stocks are trading, with respect to these valuation zones. 




Funds
(HIBEV) Hagopian Institute BioMed Extreme Value
MODEL INCEPTION (03/05/2011) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
6+ YRS 28.59% 12.48% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
5 YRS 33.91% 16.37% Beat the top performing mutual fund over 5 years.  
3 YRS 16.76% 11.16% Fund has a 3 year track record.  
1 YR -3.49% 15.43% Fund has a 1 year track record.  
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(HIDEV) Hagopian Institute Defense Extreme Value
MODEL INCEPTION (03/07/2011) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
6+ YRS 14.87% 12.50% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
5 YRS 20.98% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 15.16% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 18.76% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
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Achievements
  • HIBEV Beat the top performing mutual fund over 5 years.
    Apr 30, 2017
  • HIDEV Beat the 75th percentile of mutual funds over 3 years.
    Apr 30, 2017
  • HIDEV Beat the 75th percentile of mutual funds over 1 year.
    Apr 30, 2017
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