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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|
|4+ YRS||8.43%||12.91%||View Fund Stats Track Fund|
|RETURN PERIOD (As Of: 03/31/2018)||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.
Mar 31, 2018
APR 04, 2018 | Forbes Article
Priceline has been a good investment over the past 5 years outperforming the S&P 500 in every year except 2014. Before shares tumbled 13% last week, John Archer's TAB fund had a 6% position in Read More...
NOV 13, 2017 | Forbes Article
Intuitive Surgical’s stock price is up over 81% year-to-date, helping to push John’s TAB fund up more than 23% to beat the S&P 500 by over 7 points so far this year. John’s investment process Read More...
NOV 07, 2017 | Forbes Article
With all the attention paid to Bitcoin, it is easy to forget that traditional electronic payment firms can be great investments. Read More...
NOV 02, 2017 | Forbes Article
|Large Cap : Growth||69.80%||-1.07%|
|Large Cap : Blend||12.81%||-1.64%|
|Unclassified Market Cap : Unclassified Style||9.40%||-0.97%|
|Small Cap : Growth||4.79%||0.73%|
|Large Cap : Value||3.29%||-0.90%|
The information below pertains to model data only.
|Fund Manager:||Total Model Net Assets:|
|Inception:||Ticker Symbol:||# of Securities:|
|September 21, 2013||TAB||16|
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||0.57%|
|Last 6 Months||6.65%|
|Last 12 Months||16.17%|
|Period||Returns||S&P 500 Returns||Returns VS S&P 500|
|Last 7 Days||1.45%||0.00%||1.45%|
|Last 30 Days||2.52%||2.73%||-0.21%|
|Last 3 Months||-1.89%||-5.79%||3.90%|
|Last 6 Months||5.26%||4.37%||0.89%|
|Last 12 Months||18.02%||15.32%||2.70%|
|Last 2 Years||20.33%||32.27%||-11.94%|
|Last 3 Years||15.83%||33.82%||-17.99%|