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Wayne Himelsein

  • los angeles , CA
  • Apr 29, 2012
Funds
(LFF) Logica Focus Fund
MODEL INCEPTION (09/29/2000) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS 13.41% 6.11% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 16.95% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 22.54% 16.37% Beat the top performing mutual fund over 5 years.  
3 YRS 21.17% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 24.38% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
Show Fund Strategy
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Achievements
  • LFF Beat the 75th percentile of mutual funds over 10 years.
    Aug 31, 2018
  • LFF Beat the top performing mutual fund over 5 years.
    Aug 31, 2018
  • LFF Beat the 75th percentile of mutual funds over 3 years.
    Aug 31, 2018
  • LFF Beat the 50th percentile of mutual funds over 1 year.
    Aug 31, 2018
Articles

Logica Focus Fund

LFF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 24.31% -1.96%
Mid Cap : Growth 20.45% 0.56%
Large Cap : Blend 19.77% -0.82%
Mid Cap : Value 18.25% -0.51%
Large Cap : Value 10.41% 0.92%
Mid Cap : Blend 6.81% 4.17%
LFF | Price History
LFF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Wayne Himelsein $9,618,963.85
Inception: Ticker Symbol: # of Securities:
September 29, 2000 LFF 10
Description:

Quantitative and systematic "Best Ideas' concentrated stock picking strategy.

LFF | Turnover
Last Month N/A
Last 3 Months N/A
Last 6 Months 93.51%
Last 12 Months 320.57%
LFF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 NVDA $1,515,447.52
2 NFLX $1,354,218.58
3 AMD $996,163.97
4 ALGN $832,964.77
5 STZ $601,351.98
Position Symbol Gains
1 CVC -$519,275.88
2 NKTR -$360,094.86
3 IPGP -$257,982.77
4 REGN -$179,428.30
5 MNST -$177,807.24
LFF | Skill Metrics
All Positions
Winning % 54.78%
Avg. Gain/Loss Ratio 2.33
LFF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 50.06% -0.43%
Health Care 20.22% -0.16%
Consumer Discretionary 19.32% -0.14%
Energy 10.41% 0.92%
LFF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
LFF 0.00% 0.80% 10.30% 17.78%
S&P 500 -0.04% 0.97% 0.00% 0.00%
NASDAQ -0.51% 0.00% 0.00% 0.00%
LFF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -1.25% 0.86% -2.11%
Last 30 Days 7.65% 2.54% 5.11%
Last 3 Months 6.06% 6.84% -0.78%
Last 6 Months 12.58% 14.28% -1.70%
Last 12 Months 22.04% 19.44% 2.60%
Last 2 Years 62.15% 40.95% 21.20%
Last 3 Years 79.26% 60.43% 18.83%
Last 5 Years 159.52% 89.96% 69.56%
Last 10 Years 422.19% 205.56% 216.63%
Since Inception 861.90% 190.61% 671.29%
(Annualized) 13.41% 6.11% 7.30%
Data as of: 09/21/2018
LFF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
LFF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 ALGN 109.62%
2 AMD 33.05%
3 NVDA 15.21%
4 NFLX 9.79%
5 TTWO 7.74%
Position Symbol Inception Return
1 IPGP -26.52%
2 FB -0.56%
3 NRG 2.60%
4 A 5.79%
5 MU 6.15%