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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

Lagniappe Dividend Growth Fund

LDGF | Price History
LDGF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 34.42% -0.21%
Unclassified Market Cap : Unclassified Style 19.73% -0.49%
Micro Cap : Blend 12.58% -0.26%
Small Cap : Growth 10.57% -0.51%
Large Cap : Blend 9.42% -0.40%
Mid Cap : Blend 7.44% 0.75%
Micro Cap : Value 3.13% 0.06%
Mid Cap : Value 2.72% -1.76%
LDGF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Craig Caplan $2,626,453.02
Inception: Ticker Symbol: # of Securities:
April 25, 2011 LDGF 15
Description:

Lagniappe, pronounced lan'yap, is a term meaning a little something extra. That little something extra sums up my investing strategy. My goal is to achieve above average results by investing in solid companies at reasonable valuations with steadily growing dividends. I look for companies trading at a good price with an above average yield. Though I am looking for earnings growth, the fund will take a value approach to investing. Screening for these companies sometimes produces investments that may take time to payoff but should lead to above average returns over the life of the investment. These investments vary from the smallest micro-cap companies all the way to mega-caps, but all fit the same basic criteria at the time of purchase. The turnover in this fund should be low and I believe that the dividend yield will keep the volatility lower than others. Overtime, I believe that this style gives a reasonable margin of safety and the dividend yield provides a little lagniappe.

LDGF | Turnover
Last Month N/A
Last 3 Months 1.19%
Last 6 Months 12.9%
Last 12 Months 15.96%
LDGF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 UVE $682,702.02
2 KINS $140,183.17
3 CSCO $130,006.80
4 PLOW $101,282.71
5 KDP $92,222.26
Position Symbol Gains
1 PRGNF -$60,122.96
2 GEF -$33,730.24
3 GILD -$29,776.10
4 TEF -$28,083.34
5 SKT -$5,545.25
LDGF | Skill Metrics
All Positions
Winning % 74.19%
Avg. Gain/Loss Ratio 3.57
LDGF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 23.15% -0.39%
Technology 19.54% -0.16%
Consumer Discretionary 16.23% -1.23%
Health Care 16.21% 0.17%
Industrials 12.86% -0.49%
Unallocated 5.69% -0.18%
Energy 4.57% -0.04%
Real Estate 1.75% 1.69%
LDGF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
LDGF -0.00% 0.74% 6.73% 7.60%
S&P 500 2.15% 0.00% 0.00% 0.00%
NASDAQ 2.88% 0.00% 0.00% 0.00%
LDGF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -1.80% 0.00% -1.80%
Last 30 Days 0.32% 1.10% -0.78%
Last 3 Months 6.73% 8.26% -1.53%
Last 6 Months 12.24% 14.53% -2.29%
Last 12 Months 12.70% 18.51% -5.81%
Last 2 Years 29.72% 0.00% 29.72%
Last 3 Years 33.61% 62.25% -28.64%
Last 5 Years 125.54% 93.08% 32.46%
Since Inception 162.66% 156.63% 6.03%
(Annualized) 13.87% 13.51% 0.36%
Data as of: 09/29/2018
LDGF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
LDGF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 UVE 419.91%
2 PLOW 93.68%
3 KINS 74.29%
4 ABBV 62.54%
5 ETN 56.08%
Position Symbol Inception Return
1 SKT -10.81%
2 GILD -10.60%
3 JEF -2.53%
4 PAG 1.39%
5 ARKR 2.55%