Professionally Managed Portfolios - Pabrai Wagons Fund (WAGN) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerProfessionally Managed Portfolios - Pabrai Wagons Fund (WAGN) trades at $15.11. Professionally Managed Portfolios - Pabrai Wagons Fund is an open-end equity mutual fund focusing on global ex-US markets. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for WAGN: WAGN does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Professionally Managed Portfolios - Pabrai Wagons Fund (WAGN) Financial Services Profile
Professionally Managed Portfolios - Pabrai Wagons Fund, managed by Dhandho Funds LLC, invests in global ex-US equity markets, targeting growth and value stocks across diverse sectors and market capitalizations. The fund, launched in September 2023, aims to provide investors with exposure to a broad range of international equities.
What Is the Investment Thesis for WAGN?
Professionally Managed Portfolios - Pabrai Wagons Fund presents a focused strategy on global ex-US equity markets, targeting both growth and value stocks. With a market capitalization of $0.12 billion, the fund offers exposure to diversified sectors and market capitalizations. A key value driver is its ability to tap into international growth opportunities, potentially outperforming domestic-focused funds. The fund's success hinges on Dhandho Funds LLC's investment acumen in selecting undervalued or high-growth companies. However, investors may want to evaluate the risks associated with international investing, including currency fluctuations and geopolitical instability. The fund's relatively short track record since its inception in September 2023 requires careful monitoring of its performance and investment strategy execution.
Based on FMP financials and quantitative analysis
WAGN Key Highlights
The fund focuses on global ex-US equity markets, providing diversification beyond domestic investments.
- Invests in both growth and value stocks, aiming to capture a wide range of investment opportunities.
- Operates as an open-end mutual fund, offering liquidity to investors.
- Managed by Dhandho Funds LLC, leveraging their expertise in investment management.
- Launched in September 2023, with a market capitalization of $0.12 billion.
Who Are WAGN's Competitors?
WAGN is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
| BAM Brookfield Asset Management | $44.85 | +0.65% | $71.6B | 58 5-pillar |
| AMP Ameriprise Financial, Inc. | $490.91 | -0.79% | $44.1B | 76 5-pillar |
| ARES Ares Management Corporation | $117.55 | +0.84% | $38.6B | 56 5-pillar |
| TROW T. Rowe Price Group, Inc. | $104.62 | -1.14% | $22.4B | 84 5-pillar |
| ATHS Athene Holding Ltd. | $23.51 | -0.63% | $18.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are WAGN's Key Strengths?
Focus on global ex-US markets provides diversification.
- Investment in both growth and value stocks.
- Managed by Dhandho Funds LLC.
- Open-end structure allows for investor liquidity.
What Are WAGN's Weaknesses?
Relatively short track record since inception in September 2023.
- Limited brand recognition compared to larger asset managers.
- Vulnerability to fluctuations in international markets.
What Are the Key Risks for WAGN?
Economic downturn in global markets.
- Fluctuations in currency exchange rates.
- Increased competition from other asset managers.
- Regulatory changes impacting international investments.
What Are WAGN's Competitive Advantages?
- Investment Expertise: Dhandho Funds LLC's expertise in selecting undervalued or high-growth companies.
- Diversification: Exposure to a broad range of international equities across various sectors.
- Open-End Structure: Provides liquidity and accessibility to investors.
What Does WAGN Do?
Professionally Managed Portfolios - Pabrai Wagons Fund, established on September 29, 2023, is an open-end equity mutual fund managed by Dhandho Funds LLC. The fund's investment strategy centers on deploying capital into public equity markets outside of the United States, offering investors a diversified portfolio of international stocks. The fund targets both growth and value opportunities across various sectors and market capitalizations, aiming to capture a wide spectrum of investment possibilities. The fund's investment mandate allows it to invest in companies operating across a multitude of sectors, providing flexibility and diversification. By focusing on global ex-US markets, the fund seeks to tap into growth potential beyond domestic borders, potentially benefiting from different economic cycles and market dynamics. The fund's structure as an open-end mutual fund allows investors to buy or sell shares at the fund's net asset value (NAV), providing liquidity and accessibility. Based in the United States, Professionally Managed Portfolios - Pabrai Wagons Fund aims to deliver long-term capital appreciation through its strategic allocation to international equities.
What Products and Services Does WAGN Offer?
- Invests in public equity markets outside of the United States.
- Focuses on both growth and value stocks.
- Operates as an open-end equity mutual fund.
- Manages investments across diversified sectors.
- Targets companies with diversified market capitalization.
- Provides investors with exposure to global ex-US equities.
How Does WAGN Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Charges expense ratios to cover operational costs.
- Aims to deliver capital appreciation to investors through strategic stock selection.
What Industry Does WAGN Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. Funds like Professionally Managed Portfolios - Pabrai Wagons Fund operate in a global market, facing competition from both large established players and smaller niche funds. The trend towards passive investing and lower fees has put pressure on active managers to demonstrate value. The fund's focus on global ex-US markets positions it to capitalize on international growth opportunities, but it must navigate the complexities of diverse regulatory environments and economic conditions.
Who Are WAGN's Key Customers?
- Individual investors seeking international equity exposure.
- Institutional investors looking for diversified investment strategies.
- Financial advisors seeking investment solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -6.7%.
WAGN Financials
Bull Case vs Bear Case
Bull Case
- Focus on global ex-US markets provides diversification.
- Investment in both growth and value stocks.
- Managed by Dhandho Funds LLC.
- Open-end structure allows for investor liquidity.
Bear Case
- Relatively short track record since inception in September 2023.
- Limited brand recognition compared to larger asset managers.
- Vulnerability to fluctuations in international markets.
- Potential: Economic downturn in global markets.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
WAGN Latest News
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WAGN: Six Unusual Bets Offer An Alternative To The S&P 500
All Articles on Seeking Alpha · Sep 9, 2026
WAGN Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for WAGN.
Price Targets
Wall Street price target analysis for WAGN.
WAGN MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for WAGN; grades run from A+ (80-100) to F (below 30).
Leadership: Bruce Bond
Unknown
Without additional data, it's impossible to provide details about his career history, education, or previous roles.
Track Record: Information about Bruce Bond's track record is not available in the provided context. Specific achievements, strategic decisions, and company milestones under his leadership cannot be provided without additional data.
Professionally Managed Portfolios - Pabrai Wagons Fund Financials Stock: Key Questions Answered
What do analysts say about WAGN stock?
Therefore, a summary of analyst consensus, key valuation metrics, and growth considerations cannot be provided at this time. Investors should monitor for future updates and analyst reports to gain insights into the fund's performance and potential investment outlook.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.