Saints: Investment Portfolio Review (1 Viewer)

new city champ

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Dear Saints Fund Participants:

As we head into another earnings season, we thought this might be a good time to pause and review the allocation of assets in our portfolio, particularly some our top holdings which together represent about 40% of our fund's total investment.

1. Drew Brees: $17,250,000. 11.84%
-Brees continues to be a star performer, paying huge dividends. Though this single asset comprises almost 12 percent of our total fund, it has proven year in and year out to be a blue chip investment. A recent restructuring allowed us to maintain this investment while lowering our cost basis, greatly increasing the fund's flexibility in the near term. Though this stock has been a stand out performer for the past decade, the outlook beyond 2017 is somewhat cloudy.

2. Junior Gallette $12,100,000 8.3%
-As you know as part of our investment strategy we are always on the look out for high-growth stocks with explosive potential. Sometimes that means investing early in an attractive asset with a short performance history. This can be risky as compared to investing in a proven commodity. Even the best analysts get fooled sometimes. Gallette proved a worst case scenario. We thought we were buying cheap and on the rise, but when we got a look inside the books it proved to be a total write off. We are still in the process of unwinding our position in this holding but for this year it remains a significant drag on overall performance.

3. Jarius Byrd $10, 900,000 7.48%
-This acquisition shows that even buying a proven performer at the top of its sector can yield disappointing results. Shortly after adding Byrd to our portfolio a series of set backs caused a significant short fall on forecast returns. Despite repeated assurances from management that the situation has been turned around, the asset continues to underperform. This has caused us to downgrade this investment to a hold with a possible sell recommendation in the next 3-6 months depending on performance.

4. Cameron Jordan $5,812,000 3.99%
-Jordan has been a solid, if unspectacular, performer for our portfolio. After a good years in 2013 and 2014 we upped our investment heading into 2015 hoping for continued growth. Instead performance plateaued. Some feel that a change in asset management in 2016 may reveal enhanced capabilities, but the outlook for that is mixed at best. Our analysts have concluded that this asset has matured into a stable performer with limited upside.

5. Jahri Evans $5,100,000 3.50%
-Evans is another long-term holding in the fund that performed at very high level for years before going into decline. We sold our position earlier this year, but due to performance problems in the sector we re-invested in the asset at a considerably reduced price hoping to squeeze some short term returns out of what value remains.

6. C.J. Spiller $4,500,000 3.09%
-Spiller is another high-profile investment for the fund that has thus far yielded mediocre returns. Currently Spiller is one of our many holdings in a sector in which, frankly, we are overweighted at the current time. Many analysts have recommended that we trade out of this investment and use the funds to diversify our holdings into other sectors where we are underweighted. But at this time the depressed value of the asset means the fund would in all probability have to book a significant loss on any such a deal. We feel the more prudent course of action is to hold on to the asset with the hope that revived performance over the coming months will enhance its market value.

7. Max Unger $4,356,240 2.99%
-We feel Unger is the kind of undervalued asset that every prudent investor needs in its portfolio. It's not a sexy holding, but it works to enhance the value of other investments and to hedge against their loss. While some analysts feel this price point was a little high and that there was better value elsewhere in the sector, we remain confident this investment will yield steady returns for years to come.

8. Brandon Browner $4,050,000 2.78%
-Market momentum is a real phenomenon and occasionally even the sagest investors get caught up in it. Back in 2014 many felt that assets like Browner were the future of the sector. They were enamored with Browner's size and reach as compared to smaller competitors. But real world evidence would soon reveal that size came at the price of speed and agility, and when regulators tightened oversight on how players in the sector could perform, assets like Browner quickly became market dinosaurs. Disciplined investing requires recognizing when market conditions have changed and being willing to cut your losses to avoid throwing good money after bad. We removed the asset from our portfolio earlier this year so it would not drag down overall performance.

Beyond these large holdings we also have a number of smaller growth investments in assets such as Terron Armstead and Brandin Cooks which we feel will greatly enhance overall performance in the years ahead. Of course, as some of our previous investments over the years have demonstrated, past performance is not always a guarantee of future results...
 

insidejob

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Shouldn't Ingram be on that list too? Didn't he sign a 4 year $16 million deal before last season? And is that really what we signed Evans for after he got kicked to the curb by two other teams? Just curious, what was the cut-off for making this list? Are those the only players on the roster making more than $4 million a year?
 

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Very nicely done. I wish my own investment funds were explained this clearly.
 

SoggyBottomBoy

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Shouldn't Ingram be on that list too? Didn't he sign a 4 year $16 million deal before last season? And is that really what we signed Evans for after he got kicked to the curb by two other teams? Just curious, what was the cut-off for making this list? Are those the only players on the roster making more than $4 million a year?
I'm guessing that Jhari's numbers reflect his current salary and dead money from his previous contracts?
 
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new city champ

new city champ

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There have been a couple of follow up questions from folks interested in the Saints Fund's performance.

-The investment in Mark Ingram was restructured earlier this year. Currently, his 2016 number is $2,510,000 or 1.72% of total investments.

-The numbers for Jahri Evans does indeed include both current investment and legacy costs of past investment.
 

LAhotsauce

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Why does this fund suck so bad at picking defensive stocks? Combined, their negative return give me migraines every Sunday. Whatever models you're using, please throw them away.
 

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