Our Performance

We measure our performance based on the accepted industry practice of using model portfolio measurement (not a history of 'buy' and 'sell' calls).

A history of buy and sell calls is subjective and ill-defined. Most important, a history of buy and sell calls is not useful because it cannot be replicated in a real world investment setting. Since nobody is investing in that manner, the reported performance of a list of buy and sell calls can never be verified by any outside party. Portfolio investment weightings, a reasonable number of holdings, and overall transparency are key factors that are ignored in non-standardized compilations of buy and sell calls.

By sticking to industry standards, and evaluating our performance based on our long-established model portfolios, our clients can assess our merits based on how they operate their own business—through portfolio performance.

Please contact us to obtain our latest model portfolio performance.