Outperformance

Selections

The Fund makes concentrated investment decisions with a focus on superior companies and long time horizons. The long-term view helps us deliver for investors across market cycles.

Outperformance

Outperformance: Since inception of the prop account in January of 2023, it has generated compounded annualized gross returns of approximately 62% annually without any leverage vs. approximately 18% for the Russell 2000. This performance has generated near top 1% investment performance among all hedge funds in 2023 (source: Wells Fargo).

Compounded Growth on Capital: In 15 months as of March 31, 2024, a $1M investment into this strategy at inception would be worth nearly $1.83M today. 

Capital Preservation: Of the 5 quarters since January 2023 through March 2024, the CAGR Growth prop account has generated positive performance in all instances to date. 

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