About TIHGX
The Investment House Growth Fund is a mutual fund focused on delivering long-term capital appreciation through a “growth at a reasonable price” (GARP) investment philosophy. This approach blends the pursuit of companies exhibiting substantial growth prospects with a disciplined emphasis on not overpaying for future earnings. The fund invests primarily in a diversified portfolio of common stocks across the market capitalization spectrum—including small-, mid-, and large-cap companies—with a tendency to overweight sectors where the fund’s management identifies the best thematic and structural growth opportunities. Notable sector exposures often include technology, communication services, and healthcare, as reflected in the fund’s significant allocations to leading firms such as Meta Platforms, Amazon.com, NVIDIA, and Apple.
The fund’s manager seeks to identify early trends poised to drive long-term economic growth and targets companies that are well-positioned to benefit from these shifts, favoring those with high barriers to entry and innovative products that enhance productivity. While the portfolio is diversified, a substantial portion of assets is frequently concentrated in its top holdings, reflecting high-conviction bets. The fund is designed for investors seeking participation in the engines of global economic progress and is characterized by a relatively low portfolio turnover, aligning with a long-term, research-driven investment horizon.
Fund Family Investment House Funds
Category Large-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol TIHGX
Index S&P 500 TR
TIHGX had a total return of 11.68% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.14%.
