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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 |
| 7+ YRS (As of: 03/15/2019) | 11.06% | 12.05% | View Fund Stats |
| RETURN PERIOD (As Of: 02/28/2019) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | ACHIEVEMENTS |
| 5 YRS | 11.48% | 10.66% |  |
| 3 YRS | 12.28% | 15.28% |  |
| 1 YR | -4.14% | 4.68% |  |
| Show Fund Strategy | |||
| Click Here to View More Information About This Fund. | |||
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LDGF Beat the 75th percentile of mutual funds over 5 years.
Feb 28, 2019
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