ABOUT US

OUR APPROACH

The Trenchless Fund (RVER) begins its journey with addition through subtraction. We immediately eliminate legacy index stocks that are unlikely to outperform the market due to low growth, high valuation compared to their growth potential, or bad balance sheets.

We then comb through the remaining list of stocks that are outgrowing inflation and carry a multiple on earnings well below where we think appropriate. We then throw out names who we deem to have earnings risk, and those names whose current ownership makes them less likely to re-rate higher and pick the very best companies within what is left.

OUR TEAM

Tony Tagliapietra

Tony Tagliapietra

CEO

Rob Haugen

Rob Haugen

CIO