A Liquid Mutual Fund,
Managed Like A Hedge Fund.

“The Sons of Issachar were known for their understanding of the times...

1 Chronicles 12:32

Market Update: 04-19-21

Fed Steps on the Gas!      More Rotation!         The Issachar Fund owns growth stocks with accelerating earnings and sales on Sunday, April 18, 2021.  We are in the earnings reporting season, so my risk management discipline is to sell a company before they report...

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Market Update: 04-13-21

Event or Trend?   Growth Accumulation!         The Issachar Fund owns growth stocks with accelerating earnings and sales on Sunday, April 11, 2021. I see a slow transition from value, cyclical, and small-cap stocks back into growth, which is a welcome change.  Since January, I...

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Market Update: 04-05-21

Higher Highs!   Looking Good!         The Issachar Fund owns growth stocks with accelerating earnings and sales on Sunday, April 4, 2021.  Here is a link to the 1st Quarter Issachar Fund Fact Sheet.  The Issachar Fund Institutional share class (LIOTX) should now be available...

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Market Update: 03-29-21

The Issachar Fund (LIONX & LIOTX) is lightly invested on Sunday, March 28, 2021.  The rotation trade out of last year’s winners (tech) into last year’s losers (value/cyclical) is still ongoing, and oil is looking better.  It has been a choppy market in 2021,...

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Market Update: 03-22-21

The Issachar Fund (LIONX & LIOTX) is 75% invested in 49 stocks (25% Cash) on Sunday, March 21, 2021, with $63mil in AUM @ $11.98/shr.  From 10/30/20 to 3/17/21, oil was up over 73%, then had its worst drop on Thursday by over -7.5%. ...

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Market Update: 03-15-21

Reopen Trade Leading!   Stay at Home Trade Lagging!        The Issachar Fund (LIONX & LIOTX) is 95% invested (5% Cash) on Sunday, March 14, 2021, with $66mil in AUM @ $12.54/shr.  After exiting the lagging large-cap “stay at home” stocks that had performed well...

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Market Update: 03-08-21

Fear to Cheer!  Correction Over? The Issachar Fund (LIONX & LIOTX) is 100% in Cash on Sunday, March 7, 2021, with $64mil in AUM @ $12.30/shr.  Sell stops were triggered last week, so I followed my discipline and exited positions.  Many indexes traded below...

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Market Update: 03-01-21

The Issachar Fund (LIONX & LIOTX) is 25% invested (75% Cash) in 19 growth stocks on Sunday, February 28, 2021, with $55mil in AUM @ $12.52/shr. US Treasury 20yr bond yields have been rising since January, and the stock market seemed to be okay...

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Market Update: 02-22-21

The Issachar Fund (LIONX, BRI, ESG) is 98% invested (2% Cash) in 44 leading growth stocks on Sunday, February 21, 2021, with $59mil in AUM @ $13.51/shr.  I sold a few stocks before their earnings announcements last week to avoid any potential negative surprises. ...

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Market Update: 02-16-21

The Issachar Fund (LIONX, BRI, ESG) is 93% invested (7% Cash) in 44 leading growth stocks on Sunday, February 14, 2021, with $59mil in AUM.  The indexes are stretched but not broken, and it appears there is still room to run higher.  I sold...

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