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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 13.90% 12.65% View Fund Stats Track Fund
RETURN PERIOD (As Of: 05/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
5 YRS 17.03% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 9.97% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 16.59% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • LDGF Beat the 75th percentile of mutual funds over 5 years.
    May 31, 2018
  • LDGF Beat the 50th percentile of mutual funds over 3 years.
    May 31, 2018
  • LDGF Beat the 50th percentile of mutual funds over 1 year.
    May 31, 2018

Lagniappe Dividend Growth Fund

LDGF | Price History
LDGF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 35.94% -0.20%
Unclassified Market Cap : Unclassified Style 21.41% -0.18%
Micro Cap : Blend 12.64% -0.83%
Large Cap : Blend 9.12% 0.71%
Small Cap : Growth 8.10% 0.58%
Mid Cap : Blend 5.64% 2.14%
Micro Cap : Value 3.89% -1.08%
Mid Cap : Value 3.09% -0.45%
LDGF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Craig Caplan $2,539,991.32
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 2.42%
Last 3 Months 11.48%
Last 6 Months 13.28%
Last 12 Months 19.81%
LDGF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 UVE $605,602.52
2 CSCO $130,006.80
3 KINS $122,008.72
4 PLOW $115,951.41
5 MGA $107,975.45
Position Symbol Gains
1 PRGNF -$60,122.96
2 GILD -$48,161.20
3 GEF -$33,730.24
4 TEF -$28,083.34
5 SKT -$3,945.25
LDGF | Skill Metrics
All Positions
Winning % 77.42%
Avg. Gain/Loss Ratio 2.63
LDGF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Financials 20.75% -0.13%
Consumer Discretionary 20.13% -0.44%
Technology 19.08% -0.21%
Health Care 16.01% -0.37%
Industrials 13.94% 0.51%
Energy 4.30% 0.34%
Unallocated 3.72% 2.48%
Real Estate 1.93% 1.81%
LDGF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
LDGF 0.02% 1.41% 5.61% 4.03%
S&P 500 0.39% 1.64% 0.00% 0.00%
NASDAQ -0.13% 0.00% 0.00% 0.00%
LDGF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -0.96% -1.15% 0.19%
Last 30 Days 0.63% 1.10% -0.47%
Last 3 Months 8.34% 6.75% 1.59%
Last 6 Months 3.78% 3.47% 0.31%
Last 12 Months 15.94% 15.12% 0.82%
Last 2 Years 42.60% 37.07% 5.53%
Last 3 Years 37.46% 37.89% -0.43%
Last 5 Years 118.95% 91.56% 27.39%
Since Inception 153.95% 139.74% 14.21%
(Annualized) 13.90% 12.99% 0.91%
Data as of: 06/21/2018
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 371.79%
2 PLOW 107.35%
3 KINS 66.04%
4 ABBV 64.20%
5 MGA 49.86%
Position Symbol Inception Return
1 GILD -17.18%
2 SKT -9.33%
3 JEF 2.55%
4 PAG 8.86%
5 QCOM 9.92%