The Conservative Allocation Fund's Institutional Class returned -1.52% for the fourth quarter. Read more here...
Continue ReadingThe Fundâs leading quarterly contributors were Corecard Corp, Visa, Amazon, Alphabet and Global Payments. Read more here...
Continue ReadingFor the calendar year, the Fundâs Institutional Class returned +15.80% compared to +23.81% for the Russell 3000. Read more here...
Continue ReadingMeta Platforms' stock soars on strong ad performance, 43% YoY profit growth, and AI investments. Click here to read an analysis on META stock now...
Continue ReadingDirexion Daily Semiconductor Bull 3X faces mounting risks in the AI GPU market. Learn why SOXLâs inefficiency and leveraged nature make it a sell...
Continue ReadingThe Parnassus Value Equity Fund returned -1.48% (net) for Q4 2024, outperforming the Russell 1000 Value Indexâs -1.98%. Click here to read the full commentary...
Continue ReadingFor the calendar year, the Fundâs Institutional Class returned +12.84%, while the Russell 1000 Index returned +24.51%. Read more here...
Continue ReadingAlphabet keeps growing in a high-quality manner, meaning that as it kept increasing the CFO and FCF generation significantly. Learn why GOOG stock is a Buy...
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