Want to track the performance of this manager?
Click the button below to sign up to receive monthly performance updates by email.Track Manager
Want more information on investing with this manager?
If you are interested in investing in one of John Archer's funds. Click the link below to get started.Invest Today
John has a business degree from Baker University and a degree (cum Laude) from the American Bankers Association's Stonier Graduate School of Banking. He spent 25 years in banking as a corporate lending executive and was responsible for managing a team that created a family of five mutual funds for a $24 billion bank. He has been President and CEO of a Kansas City based business since 1998, and completed the Morningstar Investor Training Program in 2011.
The TAB Fund attempts to achieve its investment objective of long-term growth of capital by investing in a focused portfolio of high quality equity securities. Fundamental analysis is used to identify attractive company characteristics such as strong competitive advantages, low levels of debt, high returns on equity and invested capital, strong free cash flow and exemplary management.
The Fund believes that purchasing high quality companies at prices well-below their intrinsic values is a key element to achieving long-term market out-performance. Maintaining the required discipline to buy shares only at a significant discount to a company's intrinsic value increases the probability of avoiding losses, and creates an all-important "margin of safety" when investing in equity securities. This patient and disciplined selectivity process can improve investment results over time. Securities in the portfolio can frequently experience greater than average short-term price volatility. The Fund's patient, long-term investment horizon differentiates it from most funds, and allows its investment securities to meaningfully compound in value over time.
|(TAB) Tabernacle Fund|
|MODEL INCEPTION (09/21/2013)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||Actions|
|5+ YRS (As of: 08/08/2019)||8.73%||11.55%||View Fund Stats|
|RETURN PERIOD (As Of: 07/31/2019)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
TAB Beat the 50th percentile of mutual funds over 1 year.
Jul 31, 2019
AUG 03, 2018 | Forbes Article
MasterCard and Alphabet have fared well in the face of recent bad news. One of my managers, John Archer, was particularly vulnerable because MasterCard is his biggest position and Alphabet is #3. When Read More...
JUL 20, 2018 | Forbes Article
A lot of people missed the chance to buy Apple in the $160s last quarter or sold Facebook while Mark Zuckerberg was testifying before Congress. Here’s what kept John Archer on the right side of the Read More...
JUL 13, 2018 | Forbes Article
JUN 17, 2018 | Forbes Article
CNBC says Wall Street "has gone into 'full panic mode' as supply chain checks out of Asia indicate that June iPhone shipments are trending well below expectations." All that might be true, but John Read More...
APR 24, 2018 | Forbes Article
|Large Cap : Growth||63.32%||-0.56%|
|Large Cap : Blend||12.88%||0.28%|
|Large Cap : Value||11.39%||-1.11%|
|Unclassified Market Cap : Unclassified Style||8.63%||-0.56%|
|Small Cap : Growth||3.78%||-0.56%|
The information below pertains to model data only.
|Fund Manager:||Total Model Net Assets:|
|Inception:||Ticker Symbol:||# of Securities:|
|September 21, 2013||TAB||17|
The fund invests in both U.S. and foreign stocks, with a bias toward companies classified as large cap growth. The fund can hold equity securities in any number of sectors, and does not purposely strive for sector diversification. Its focus on selecting only a small number of high quality companies at prices significantly less than their intrinsic values, provides opportunities for meaningful long-term capital appreciation. Cash balances can provide considerable portfolio flexibility in volatile market conditions, and the fund will generally prefer to maintain a larger cash position when stock prices are trending higher and deploying cash at times when stock prices are attractively lower.
|Last 3 Months||N/A|
|Last 6 Months||3.84%|
|Last 12 Months||11.02%|
|Period||Returns||S&P 500 Returns||Returns VS S&P 500|
|Last 3 Months||2.53%||2.45%||0.08%|
|Last 6 Months||9.17%||9.57%||-0.40%|
|Last 12 Months||6.26%||4.93%||1.33%|
|Last 3 Years||35.59%||43.10%||-7.51%|
|Last 5 Years||52.60%||68.56%||-15.96%|