Auxier Asset Management
Auxier Asset Management is an independent asset management firm headquartered in Aurora, Oregon, specializing in investment advisory services for individuals, high net worth individuals, pension plans, charitable organizations, corporations, and investment companies. The firm was founded in 1998 and employs around 12 staff, with a team known for its low turnover and stability. Auxier Asset Management serves a diverse client base and is recognized for its experienced portfolio management team and investor-friendly attributes, although its fund fees are above industry average.
Investment Strategy
Auxier Asset Management focuses on long-term, disciplined value investing, emphasizing rigorous research and careful security selection across sector-diversified portfolios, primarily targeting equities with strong fundamentals. Their investment philosophy centers on capital preservation, risk management, and consistent compounding, tailored for individuals and institutional clients seeking patient, reliable growth. The firm actively manages assets with a preference for stable, experienced portfolio managers who oversee both open-ended and exchange-traded funds.
Top Holdings
Equity Positions (171)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp. | 7.38% | $50.2M | 100,953 | $35.11 | $497.41 | +$12.2M |
P PM | Philip Morris International | 5.63% | $38.3M | 210,403 | $69.27 | $182.13 | +$4.8M |
K KR | Kroger Co. | 3.71% | $25.3M | 352,107 | $12.65 | $71.73 | +$896.0K |
U UNH | UnitedHealth Group Inc. | 2.96% | $20.1M | 64,552 | $52.37 | $311.97 | -$13.3M |
B BK | Bank of New York Mellon Corp | 2.88% | $19.6M | 215,419 | $28.50 | $91.11 | +$1.3M |