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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 13.44% 5.53% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.57% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 18.43% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 21.67% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 33.27% 15.43% Beat the 75th 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.
    Sep 30, 2017
  • LFF Beat the 75th percentile of mutual funds over 5 years.
    Sep 30, 2017
  • LFF Beat the 75th percentile of mutual funds over 3 years.
    Sep 30, 2017
  • LFF Beat the 75th percentile of mutual funds over 1 year.
    Sep 30, 2017
Articles

Logica Focus Fund

LFF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 56.51% 1.55%
Large Cap : Blend 21.68% 1.68%
Mid Cap : Growth 12.74% 2.30%
Mid Cap : Value 9.06% 0.59%
LFF | Price History
LFF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Wayne Himelsein $8,694,448.88
Inception: Ticker Symbol: # of Securities:
September 29, 2000 LFF 10
Description:

Quantitative and systematic stock picking strategy.

LFF | Turnover
Last Month N/A
Last 3 Months 52.47%
Last 6 Months 154.6%
Last 12 Months 715%
LFF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 NVDA $1,412,849.41
2 NFLX $753,397.70
3 STZ $579,668.02
4 ALGN $459,129.84
5 MU $384,967.00
Position Symbol Gains
1 CVC -$519,275.88
2 MNST -$177,807.24
3 REGN -$161,209.73
4 EW -$159,300.98
5 FSLR -$122,626.48
LFF | Skill Metrics
All Positions
Winning % 55.11%
Avg. Gain/Loss Ratio 2.41
LFF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 41.69% 1.67%%
Health Care 20.58% 2.24%%
Consumer Discretionary 19.01% 1.87%%
Consumer Staples 9.66% 0.08%%
Materials 9.06% 0.59%%
LFF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
LFF -0.00% 0.11% 8.94% 53.21%
S&P 500 -0.26% 0.14% 2.36% 15.19%
NASDAQ -0.15% 0.00% 0.00% 0.00%
LFF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week 0.04% -0.06% 0.10%
Last Month 4.42% 0.89% 3.53%
Last 3 Months 17.60% 6.84% 10.76%
Last 6 Months 25.65% 9.35% 16.30%
Last 12 Months 54.02% 20.33% 33.69%
Last 2 Years 56.58% 29.11% 27.47%
Last 3 Years 87.86% 33.88% 53.98%
Last 5 Years 189.75% 110.73% 79.02%
Last 10 Years 284.09% 122.40% 161.69%
Since Inception 769.44% 151.71% 617.73%
(Annualized) 13.44% 5.53% 7.91%
Data as of: 11/17/2017
LFF | Alpha/Beta VS. S&P 500
Alpha 8.93%
Beta 0.83
R-Squared 0.49
LFF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 ALGN 64.23%
2 NVDA 15.61%
3 LRCX 12.45%
4 NFLX 5.40%
5 ADSK 4.97%
Position Symbol Inception Return
1 ALB -3.08%
2 REGN -1.51%
3 ATVI -0.48%
4 FB 1.52%
5 STZ 3.39%