John Brim - Energy Basic Fund Manager since December 29, 2015
| SEPCX Fund | USD 10.87 0.02 0.18% |
Mr. Brim joined Smith Group Asset Management in March 1998 and is a member of the Portfolio Management team. Prior to joining Smith Group he was a Manager within the Institutional Investment Consulting Group of Deloitte and Touche LLP from 1997 to 1998. From 1990 to 1997 he held a variety of positions including Senior Client Manager with NationsBank Asset Management in Dallas. He earned his BS in Economics from Texas A and M University. He was awarded the Chartered Financial Analyst designation in 1998. Mr. Brim is a member of the CFA Institute and the CFA Society of DallasFt. Worth.
| Tenure | 9 years |
| Professional Marks | CFA |
| Phone | 800-807-3863 |
Energy Basic Management Performance (%)
The fund will normally invest at least 80 percent of its total assets in equity securities issued by U.S. and foreign Energy and Basic Materials Companies, regardless of their stock market value . Saratoga Advantage is traded on NASDAQ Exchange in the United States. The fund is listed under Natural Resources category and is part of Saratoga family.
Energy Basic Materials Leadership Team
Elected by the shareholders, the Energy Basic's board of directors comprises two types of representatives: Energy Basic inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Energy. The board's role is to monitor Energy Basic's management team and ensure that shareholders' interests are well served. Energy Basic's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Energy Basic's outside directors are responsible for providing unbiased perspectives on the board's policies.
| John Brim, Fund Manager since December 29, 2015 | ||
| Stephen Smith, Fund Manager |
Energy Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Energy Basic a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 20.90 X | ||||
| Price To Book | 1.41 X | ||||
| Price To Sales | 0.99 X | ||||
| Year To Date Return | 5.44 % | ||||
| One Year Return | 12.09 % | ||||
| Three Year Return | 12.45 % | ||||
| Five Year Return | 2.76 % | ||||
| Ten Year Return | (4.98) % | ||||
| Net Asset | 1.32 M | ||||
| Minimum Initial Investment | 250 |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Energy Basic in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Energy Basic's short interest history, or implied volatility extrapolated from Energy Basic options trading.
Currently Active Assets on Macroaxis
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Energy Basic Materials. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Energy Basic Materials information on this page should be used as a complementary analysis to other Energy Basic's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .