‘Annualised return of 19.4% for 50 years. Berkshire’s overall gain of 2,744,062% from 1964-2019 compares to 19,784% for the S&P500.’
'The Wheeler, Munger partnership compounded at 19.8%pa gross versus 5% for the Dow from 1962 to 1975.'
‘The fund grew from about $4 million at inception to nearly $2 billion, mostly internally generated. Original investors saw the value of their shares multiply 300-fold.’
‘Thirty years, no losses. $1,000 invested 30 years ago would be worth $2.6 million [over 31% pa gross] today versus $27,000 for the S&P500.’
‘Tudor Futures Fund never had a loss and compounded at 27.2% through July 2010 since founding in September 1984.'
'Over the past 25 years, accounts that we manage have achieved average annual returns of very close to 19%.'
‘Annualised rate of return of 29.2% over his 12 year stint at the helm of Magellan Fund.’
'Over 28 years, produced profits of more than $12 billion after all fees, a compound rate of return of more than 21%. Achieved with low volatility and only one small down year.'
'Templeton Growth Fund posted a 13.8% annualized average return from 1954 to 2004, well ahead of the S&P500 11.1%pa.'
‘TCI has produced $22.8 billion of net gains since its 2004 inception, making Hohn the 14th greatest hedge fund manager ever, according to LCH Investments.’
'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.’’
‘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.’
'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.'
'Returned 11.2% pa in the 10 years to 2016, nearly 500 basis points better than the S&P 500.'
'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.'
‘Since Anderson took over the trust in April 2000, it generated 942% returns versus the benchmark’s 214% gain.’
‘PNP delivered 19.1%pa returns for 19 years and then Ridgeline Partners delivered 21%pa return for over 10 years.’
‘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.’
‘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 14.3% pa for 21 years to 2010, ranking in the Top 1% of managers.’
‘Wedgewood Partners compounded at 13.1%pa gross vs 9.6%pa for S&P500 over 25 years to 2020.’
‘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.’
‘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.'
'MCM Equities returned 9.3% pa for the 10 years ended Dec 2009 versus -0.9% pa for the S&P500.'
'Delivered 9.9% pa since inception in 2007 versus S&P500 6.8%, placing in top 1% of peer group.'