Relative Performance

The targeted companies that are followed and invested in are outstanding companies with a market leading product advantage that solve a real need that customers in their industry have a continued accelerated demand for.

Benchmark Returns

  • Main Strategy: 49% gross returns in 2023; 23% YTD Returns (as of March 31, 2024).
  • Russell 2000 Index: 17% gross returns in 2023; 5% YTD Returns (as of March 31, 2024).
  • HFRX Global Weighted Index: 7.5% gross returns in 2023; 2.2% YTD Returns (as of March 31, 2024).
  • HFRX 500 Equity Hedge Index: 10.4% gross returns in 2023; 3.4% YTD Returns (as of March 31, 2024).
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