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Phil Carret
'A tremendous 65 years track record of returning 14% pa. Warren Buffett said of Mr Carret, he was the 'Lou Gehrig of investment.’’
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Jim Simons
‘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.’
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Leon Cooperman
'From inception in 1991 to 2015, Omega returned 12.5% pa net of fees.'
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Benjamin Graham
'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.'
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James Dinan
'York Capital had 14.2% net annualised return for the 20 years from 1991 to 2011.'
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Lou Simpson
'Compounded at 20.3% between 1980 and 2004 versus 13.5%pa for the S&P500.'
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Roy Neuberger
‘In his 68 years on the Street, he has never had a losing year.’
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Thomas Gayner
'Returned 11.2% pa in the 10 years to 2016, nearly 500 basis points better than the S&P 500.'
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Glenn Greenberg
'Chieftain Capital returned c18% pa from 1985 to 2009.'
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THOMAS RUSSO
'Since 1984 Semper Vic Partners has returned 15.2% pa vs 11% pa for the S&P500.'
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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.'
CHUCK AKRE
'The partners fund has compounded at 15.3% net pa versus 9.2% pa for the S&P500 over 23 years.'
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Nick Sleep
‘Annualised return of 20.8%pa gross vs MSCI World Index 6.5%pa from 2001 to 2013.’
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James Anderson
‘Since Anderson took over the trust in April 2000, it generated 942% returns versus the benchmark’s 214% gain.’
EDWARD THORP
‘PNP delivered 19.1%pa returns for 19 years and then Ridgeline Partners delivered 21%pa return for over 10 years.’
Li Lu
‘Mr. Lu's fund has garnered a gross annualised compound return of 17.4% since 1998 [to 2024], compared to 8.7% for the S&P500 during the same period.’
John Neff
‘The Windsor Fund beat the S&P500 by 3.5% pa gross over three decades.’
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Nick Train
‘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.’
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Chris Bloomstran
‘Annualised return of 8.8%pa gross for last 20 years vs 5.6% for S&P500.’
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David Polen
‘Annualised return of 14.3% pa for 21 years to 2010, ranking in the Top 1% of managers.’
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David A. Rolfe
‘Wedgewood Partners compounded at 13.1%pa gross vs 9.6%pa for S&P500 over 25 years to 2020.’
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Terry Smith
‘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.’
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Mario Gabelli
‘Gabelli Funds compounded at 16.2% pa gross for 40 years to 2017 versus 11.8% pa for the S&P500.’
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Jim Rogers
'During the 1970's the Quantum Fund grew 4,200 percent, while the S&P500 rose less than 47 percent.'
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Frank Martin
'MCM Equities returned 9.3% pa for the 10 years ended Dec 2009 versus -0.9% pa for the S&P500.'
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CT FITZPATRICK
'Delivered 9.9% pa since inception in 2007 versus S&P500 6.8%, placing in top 1% of peer group.'
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