Track Record

Exceptional.  Consistent.  Global.


In the last 5 years, the North American Biggest Concerns
portfolio has generated a 16.1% annualized Excess Return over the benchmark

Since inception in 2005 and through 2014, North American Biggest Concerns portfolio has declined by 8.5%, underperforming the MSCI US Equal Weighted Index by 148.3%.  On a year-by-year basis, this portfolio has underperformed the index in 8 of the last 9 years and, in the last 5 years has generated a 16.1% annualized Excess Return over the benchmark.

In the last 5 years, the European Biggest Concerns
portfolio has generated a 16.3% annualized Excess Return over the benchmark

Since inception in 2007 and through 2014, European Biggest Concerns portfolio has declined by 76.1%, underperforming the MSCI Europe Equal Weighted Index by 90.8%.  In the last 5 years this portfolio has generated a 16.3% annualized Excess Return over the benchmark.

In the last 3 years, the Asian Biggest Concerns
portfolio has generated a 13.9% annualized Excess Return over the benchmark

Since inception in 2012 and through 2014, Asian Biggest Concerns portfolio has declined by 4.6% while the MSCI Asia Pacific ex Japan Equal Weighted Index increased by 43.1%.  In the last 3 years this portfolio has generated a 13.9% annualized Excess Return over the benchmark.