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DAILY NAV as of 04/14/2021: Opportunity Fund TOPPX $43.17 -0.64
Mutual Funds » Opportunity Fund

Tocqueville Opportunity Fund

Fund Objective

To achieve long-term capital appreciation

Investment Strategy

  • Invest primarily in the common stocks of small and mid-cap companies that possess the potential to deliver above-average long-term earnings growth
  • Seek companies that are market leaders in growth industries, have a strong brand name and whose sales and earnings have increased at a consistent rate
  • Employ fundamental-based research to identify companies with strong financials and attractive earnings, valuation, and profitability. 
  • Meet with corporate managements to augment the fundamental analysis of a company's financial statements. 

Paul Lambert
, Portfolio Manager

Paul Lambert, CFA is a Portfolio Manager and Research Analyst at Tocqueville Asset Management L.P. Mr. Lambert is the portfolio manager of the Tocqueville Opportunity Fund and for several private wealth clients of the firm. He also provides research support for the U.S. Multi Cap Equity Strategy and the International Multi Cap Equity Strategy at Tocqueville Asset Management. Prior to joining Tocqueville in 2010, Mr. Lambert served as a Securities Analyst at Key Bank where he worked within their Asset Recovery Group helping middle market companies to restructure their debt. Mr. Lambert received his A.A. from Dean College in 2005 and a B.S. from Babson College in 2007. Mr. Lambert also holds the CFA designation.

Check the background of this investment professional on FINRA's BrokerCheck



Fund News

2020 Distributions, 12/11/2020
The Tocqueville Funds paid a distribution on December 11, 2020. The Record Date was December 10,...
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Tocqueville announces new portfolio manager for the Tocqueville Opportunity Fund, 11/06/2019
NEW YORK, November 6, 2019 – Tocqueville Asset Management announced the designation of...
»Read More
» More News

Insights

Tocqueville Opportunity Fund - Manager Q&A, 07/20/2015
Tom Vandeventer, portfolio manager of the Tocqueville Opportunity Fund (TOPPX), answers questions...
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» More Insights

Top Holdings

as of 02/28/2021

% of Total Assets

Shopify, Inc. - Class A 10.41%
ServiceNow, Inc. 8.67%
Okta, Inc. 5.25%
Coupa Software, Inc. 5.13%
Paylocity Holding Corp. 4.11%
Workday, Inc. - Class A 3.98%
Twilio, Inc. - Class A 3.57%
Paycom Software, Inc. 3.51%
DexCom, Inc. 2.66%
Global Payments, Inc. 2.37%
Updated monthly
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Tim Steele is an artist living in New York City and the founder of Tim Steele Design. As a career artist, he has also expanded into the related disciplines of interior design and contemporary structures. 
 

With solo and group exhibitions spanning 20 years, Tim’s abstract pieces are shown in galleries, public spaces and in private collections around the world. An extension of his painting, his interior work includes NYC apartments, private homes, executive offices and entire commercial floors. With an interest in utilizing recycled and new materials, Tim is also creating modular structures that are based on shipping containers.

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Artwork: Tim Steele, New York NY