Public Profile
Want to track the performance of this manager?
Click the button below to sign up to receive monthly performance updates by email.
Track ManagerWant more information on investing with this manager?
If you are interested in investing in one of Craig Caplan's funds. Click the link below to get started.
Invest TodayCraig Caplan
Emergency Medicine Physician
- New Orleans, LA
- Jan 12, 2011
After
attaining an undergraduate degree in Business Administration and
Finance from U.S.C., I returned to my hometown of New Orleans for
medical school. My residency training was in Emergency Medicine and I
have been practicing in a busy E.R. in New Orleans for over fifteen
years. In all that time, my interest in finance and investments did
not wane, but rather, it intensified. It became a passion of mine to
pursue and share insights about finance and market dynamics, and over
time, I became proficient at developing and testing my own investment
strategies.
I believe my background gives me
an outsider's view of Wall Street, and my portfolio reflects this.
The positions that I own are rarely the most popular or highly touted
companies at the time of purchase. I lean toward value oriented –
low-fanfare, but promising companies that can be acquired at a
reasonable price. The approach has worked well thus far, yielding
solid and consistent returns.
I’ve learned that in
investments, as in medicine – the best outcomes are often rooted in
insight, patience and the diligence to stick with a plan.
(LDGF) Lagniappe Dividend Growth Fund | |||
---|---|---|---|
MODEL INCEPTION (04/25/2011) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | Actions |
9+ YRS (As of: 07/02/2020) | 8.23% | 11.97% | View Fund Stats |
RETURN PERIOD (As Of: 06/30/2020) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | ACHIEVEMENTS |
5 YRS | 2.69% | 10.72% | ![]() |
3 YRS | -2.38% | 10.72% | ![]() |
1 YR | -8.54% | 7.44% | ![]() |
Show Fund Strategy | |||
Click Here to View More Information About This Fund. |
Access Denied
You do not have permission to view this fund. Please select the "Overview" tab, or select a fund tab above.