DOMO Capital ManagementGermantown, WI 53022
1.800.486.0686
During the second quarter of 2022, Morningstar stopped providing data that was necessary for the publication of our Fact Sheet. We are currently working towards getting this data from FactSet, it has taken much longer than we expected, and will publish an updated Fact Sheet when it is feasible. In the meantime, we have removed our most recent Fact Sheet so that we can continue to update our performance page with updated results.
DOMO Capital Management, LLC ("DOMO") is a state registered investment adviser in the State of California, Illinois, Louisiana, Michigan, New York, North Carolina, Texas, Washington, and Wisconsin. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Justin R. Dopierala is the President and Founder, and a registered investment adviser representative, of DOMO. Additional information about DOMO is disclosed in our Form ADV, which is available upon request. All information contained herein is for general informational purposes only and does not constitute a solicitation or an offer to provide investment advisory services in any jurisdiction. The investment strategy discussed herein may not be suitable for everyone. Investors need to review an investment strategy for their own particular situation before making any investment decision. We believe the information obtained from any third-party resources to be reliable, but we do not guarantee its accuracy, timeliness or completeness. The opinions, estimates, projections, comments on financial market trends and other information contained herein constitute our judgment and are as of the date of the material, are subject to change without notice at any time in reaction to shifting market conditions and other factors and should not be construed as personalized investment advice. DOMO has no obligation to provide any updates or changes to such information.
Past performance is not indicative of future results. The opinions presented cannot be viewed as an indicator of future performance. It should not be assumed that investments made in the future will be profitable or will equal the performance represented herein. More recent returns may be more or less than those shown. Investing entails risk, including possible loss of principal. DOMO does not guarantee any minimum level of investment performance or the success of any investment strategy. The DOMO Concentrated All Cap Value Composite (the "DOMO Composite") includes all accounts managed by DOMO employing the Concentrated All Cap Value strategy. A complete description of the strategy and its attendant risks is included in our Form ADV Part 2A brochure. The inception date of the DOMO Composite was October 8, 2008. Mr. Dopierala has served as a portfolio manager for the strategy since inception. The benchmark index reflected herein, the S&P 500 Total Return Index (the "S&P 500 TR Index"), is a capitalization-weighted index of 500 stocks from a broad range of industries. The component stocks are weighted according to the total market value of their outstanding shares. Index returns are provided to represent the investment environment existing during the time periods shown. Indexes are unmanaged and do not include management fees, transaction costs and other expenses that are incurred in connection with a managed account. An index will include a different degree of investment in individual securities, industries or sectors from DOMO's investment strategy. Indexes do not predict future results. The benchmark index is shown for comparative purposes only. Investors cannot invest directly in an index. The returns for the DOMO Composite and the S&P 500 TR Index include reinvestment of dividends and other earnings. Returns for periods longer than one year are annualized unless otherwise noted. Cumulative returns are the aggregate amount that an investment has gained or lost, independent of the period of time involved, presented as a percentage.
Gross performance figures do not reflect the deduction of management fees and custodial fees, but do reflect all trading expenses and all expenses charged by underlying funds and investment vehicles. Client returns will be reduced by management fees and other expenses incurred in connection with a managed account. Inclusion of references to individual securities is intended for illustrative purposes only. References to specific securities should not be viewed as representative of an entire portfolio, nor should the performance of any particular security be viewed as representative of the performance experienced by any other security or portfolio. It should not be assumed that future recommendations will be profitable or will equal the performance of securities included herein.