We strive to achieve the best risk-adjusted returns.
Our gross equity performance from inception has been as follows.
Our more conservative account gained 22.98% from November 2018, vs 49.3% for the SP500 and 29.62% for the EFA index. Over the period, our sharpe ratio (a measure of risk adjusted returns) is 1.6 vs 0.8 (SP500) and 0.42 (EFA). This means that, although our investment underperformed the market, we have done so with a much lower risk. Our max drawdown has been 4% (vs 23/19% for the indexes) and downside deviation of 1% vs >4%. The graph below shows our performance (in blue).
Our more aggressive account gained 70.75% from May 2017, vs 74.93% for the SP500 and 29.42% for the EFA index. Over the period, our sharpe ratio (a measure of risk adjusted returns) is 2.94 vs 0.81 (SP500) and 0.42 (EFA). This means that, although our investment is in line or above the market, we have done so with a much lower risk. Our max drawdown has been 4.48% (vs 23/19% for the indexes) and downside deviation of 1% vs >4%. The graph below shows our performance (in blue).
REAL ESTATE INVESTMENTS
Between 2010 and 2020, our gross performance has been 15% per year.
We achieve high returns by selecting high quality assets at attractive valuations.
If you want to know more about investments and philosophy get in touch.
We are interested to discuss investment opportunities with prospective partners. However, investing with us carries risks and we prefer to be upfront. First, the value of investments and any income from them may go down as well as up, so you may get back less than you invested. Second, despite our brilliant performance in 2016, past performance cannot be relied upon as a guide to future performance. Third, we choose to invest in securities based on a risk adjusted potential return. As mentioned in the investment areas section, we mainly invest in equities. They are considered more risky and volatile than, for example, bonds or cash. At the same time, the potential for capital growth is commensurately higher.
In addition, we do not provide investment advice and our investments are not targeted to a partner's particular need. We choose the best investments and we invest our partners' capital alongside our own. Therefore, you need to decide whether our investment strategy is suitable for you. Before investing with us please make sure that you are comfortable with our strategy. Feel free to get in touch if something is unclear. You may also want to read our latest investment ideas to be familiar with our strategy.
Fees should be clear and simple. It is for these reasons that our fee structure is as follows:
- Management fee: 0.5% yearly of assets under management;
We do not charge entry or exit fees if funds are withdrawn on the 1st week of the year. However, if funds are withdrawn outside of this week, we charge a 2% exit fee. The reason for this is that we take a long term strategy, and we ask our partners to do the same.