Public Profile

Performance Updates

Want to track the performance of this manager?

Click the button below to sign up to receive monthly performance updates by email.

Track Manager
Invest Today

Want 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 Today

Craig Caplan

Emergency Medicine Physician

  • New Orleans, LA
  • Jan 12, 2011
Investment Strategy

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.


Funds
(LDGF) Lagniappe Dividend Growth Fund
MODEL INCEPTION (04/25/2011) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
7+ YRS 13.78% 12.51% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
5 YRS 17.17% 14.51% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 13.02% 16.10% Fund has a 3 year track record.  
1 YR 16.91% 19.66% Fund has a 1 year track record.  
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • LDGF Beat the 75th percentile of mutual funds over 5 years.
    Aug 31, 2018

Access Denied

You do not have permission to view this fund. Please select the "Overview" tab, or select a fund tab above.