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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
18+ YRS (As of: 11/16/2018) 11.87% 5.50% View Fund Stats
RETURN PERIOD (As Of: 10/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 16.68% 13.01% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 15.41% 10.89% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 13.40% 10.76% Beat the 75th percentile of mutual funds over 3 years.  
1 YR -6.91% 5.23% Fund has a 1 year track record.  
Show Fund Strategy
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Achievements
  • LFF Beat the 75th percentile of mutual funds over 10 years.
    Oct 31, 2018
  • LFF Beat the 75th percentile of mutual funds over 5 years.
    Oct 31, 2018
  • LFF Beat the 75th percentile of mutual funds over 3 years.
    Oct 31, 2018
Articles

Logica Focus Fund

LFF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 24.41% -1.26%
Mid Cap : Growth 20.85% 0.50%
Large Cap : Blend 20.07% 2.36%
Mid Cap : Value 17.89% -5.22%
Large Cap : Value 10.60% 2.61%
Mid Cap : Blend 6.18% -1.73%
LFF | Price History
LFF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Wayne Himelsein $9,766,935.40
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 $1,577,698.03
2 NFLX $1,385,300.46
3 AMD $988,770.61
4 ALGN $859,579.09
5 STZ $601,351.98
Position Symbol Gains
1 CVC -$519,275.88
2 NKTR -$360,094.86
3 IPGP -$309,603.07
4 REGN -$179,428.30
5 MNST -$177,807.24
LFF | Skill Metrics
All Positions
Winning % 54.78%
Avg. Gain/Loss Ratio 2.34
LFF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 49.46% -0.78%
Health Care 20.15% -0.02%
Consumer Discretionary 19.79% -0.53%
Energy 10.60% 2.61%
LFF | Recent Returns vs S&P 500
MTD QTD YTD
LFF 2.36% 12.01% 19.60%
S&P 500 0.00% 0.00% 0.00%
LFF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -7.53% 0.00% -7.53%
Last Month -16.36% -5.34% -11.02%
Last 3 Months -12.52% -6.43% -6.09%
Last 2 Years 37.23% 26.83% 10.40%
Last 3 Years 40.09% 37.64% 2.45%
Last 5 Years 87.94% 63.61% 24.33%
Last 10 Years 348.49% 282.31% 66.18%
Since Inception 664.65% 164.07% 500.58%
(Annualized) 11.87% 5.50% 6.37%
Data as of: 11/16/2018
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 113.12%
2 AMD 32.81%
3 NVDA 15.83%
4 TTWO 12.57%
5 NFLX 10.02%
Position Symbol Inception Return
1 IPGP -31.83%
2 FB -0.51%
3 NRG 3.89%
4 A 5.55%
5 MU 6.26%