'For partners invested with Peninsular Capital in early 2000, the fund at the end of 2011's first quarter had delivered a total gain of 1,236% [>25% pa compounded]'
'A tremendous 65 years track record of returning 14% pa. Warren Buffett said of Mr Carret, he was the 'Lou Gehrig of investment’.’
Jim Simons - Renaissance Technologies
‘Renaissance's flagship Medallion fund is famed for one of the best records in investing history, returning more than 35% annualized over a 20-year span’
'From inception in 1991 to 2015, Omega returned 12.5% pa net of fees'
'Over a period of years we have tended to earn about 20 percent on capital per year before compensation, and about 3 percent of that has been paid to management as compensation, leaving 17 percent to the stock holders'
'York Capital had 14.2% net annualised return for the 20 years from 1991 to 2011'
'Compounded at 20.3% between 1980 and 2004 versus 13.5%pa for the S&P500'
‘In his 68 years on the Street, he has never had a losing year’
'Returned 11.2% pa in the 10 years to 2016, nearly 500 basis points better than the S&P 500'
'Chieftain Capital returned c18% pa from 1985 to 2009'
'Since 1984 Semper Vic Partners has returned 15.2% pa vs 11% pa for the S&P500'
Arnold Van Den Berg
'Over 41 years, $10,000 invested in Century Management made you 80 times richer versus 48 times for the S&P500'
'The partners fund has compounded at 15.3% net pa versus 9.2% pa for the S&P500 over 23 years'
“The Windsor Fund beat the S&P500 by 3.5% pa gross over three decades”
"PNP delivered 19.1%pa returns for 19 years and then Ridgeline Partners delivered 21%pa return for over 10 years"
'MCM Equities returned 9.3% pa for the 10 years ended Dec 2009 versus -0.9% pa for the S&P500'
'Returned 17% pa net since inception in 2002 versus 8.9% pa for the S&P500'
"Mr. Lu's fund has garnered an annualized compound return of 19.4% since 1998 [to 2017], compared to 6.5% for the S&P500 during the same period."
'Delivered 9.9% pa since inception in 2007 versus S&P500 6.8%, placing in top 1% of peer group'
'Arlington Funds returned 22.1% pa gross for 15 years between 1999 and 2014 vs 4.2%pa for the S&P500'
‘Gabelli Funds compounded at 16.2% pa gross for 40 years to 2017 versus 11.8% pa for the S&P500’
'During the 1970's the Quantum Fund grew 4,200 percent, while the S&P500 rose less than 47 percent'
'Annualised return of over 17% pa between 1970 and 1998 versus 14.4% pa for the S&P500'
‘Fundsmith Equity Fund has compounded at 17.4% net pa since inception in November 2010 to Dec 2018 versus 10.6%pa for the MSCI World Index’
‘Lindsell Train Global Equity Fund has delivered nominal 17.4%pa between March 2011 and December 2018 versus 10.7%pa for the MSCI World Index.’
‘Annualised return of 8.8%pa gross for last 20 years vs 5.6% for S&P500’
‘Annualised Net Return of 19.9%pa since September 2008 vs 8.7%pa for the Dow’