AAOI Real Money Portfolio
The AAOI Partners Fund is a focused, long/short (long biased) Spoke Fund that utilizes a research intensive, value-orientated, and often event-driven investment approach. The portfolio’s investment objective is long-term capital appreciation. Our performance, current holdings, and a more in depth breakdown of the funds investment framework, philosophy, etc. can be found here.
As of 9/8/2010 (since inception on 10/9/2009), the AAOI Partners fund has returned 26.96% vs. 4.97% for the S&P 500 and 4.41% for the Russell 3000, outperforming by 21.99% and 22.55% respectively.
The fund mirrors our private partnership less our debt and options positions (additionally, some of our small and micro cap positions aren’t allowed due to liquidity, share price, and other restrictions). Full disclaimer found here
CAPs Ranking *since inception 11/9/2008
Member Rating: 99.64 (members are ranked between 0 & 100)
Rank: #253 out of 70,905
Average Pick Score (% return above the S&P): +14.69
We have been meaning to integrate the blog into The Motley Fool’s CAPs for a while now, and we are finally up and running. For those of you who are have never heard of CAPs, its essentially a stock picking contest meant to harness the “wisdom of crowds” as well as a tool to more accurately measure a participants Alpha or raw stock picking ability relative to the S&P 500 (i.e., it’s a tool that is meant to help distinguish between the lucky and the good). It also has an impressive community of outstanding value investors who frequently post insightful and high quality analysis, so not only is it fun but it actually is quite a good resource for uncovering low-risk, high-return investment ideas. For a more in depth breakdown of CAPs check out The Motley Fool co-founder David Gardner’s interview which can be found here.
Please keep in mind that our CAPs page or the individual picks within it are not under any circumstance to be construed an investment recommendation or advice in general. This site and the AAOI Caps page in general are for educational and informational purposes only. Again, nothing contained here should be construed by anyone as an invitation or solicitation to buy or sell any security. This site does not contain personalized legal, tax, investment, or financial advice. Users of this site should consult with a qualified adviser to obtain advice suited to their personal circumstances. Any links provided here to other web sites are for informational purposes only.
AAOI Original Blog Portfolio
Sadly we decided to kill off the original Blog portfolio due to time constraints and the difficulties associated with attempting to juggle 20 different hats at the same time. From inception in late 2008 (11/22/2008) through its closure on 7/14/2010 the portfolio returned 21.34%, more than doubling the return of the S&P over the equivalent time period.