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The Investment Masters

Featured
WARREN BUFFETT
WARREN BUFFETT

‘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.’

CHARLIE MUNGER
CHARLIE MUNGER

'The Wheeler, Munger partnership compounded at 19.8%pa gross versus 5% for the Dow from 1962 to 1975.'

Michael Steinhardt
Michael Steinhardt

'Gross return of over 30 per cent per year for 28 years.’

George Soros
George Soros

‘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.’

Leon Levy
Leon Levy

‘Averaged 28 per cent annual returns during Odyssey’s fourteen year life.’

Stanley Druckenmiller
Stanley Druckenmiller

‘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.’

Dan Loeb
Dan Loeb

‘Annualised gross return above 20% over nearly 20 years since inception.’

Paul Singer
Paul Singer

‘Compound annual return of 14% net for over 36 years.’

Paul Tudor Jones
Paul Tudor Jones

‘Tudor Futures Fund never had a loss and compounded at 27.2% through July 2010 since founding in September 1984.'

Shelby Davis
Shelby Davis

‘Compounded at 23% for decades.’

Shelby Davis Jnr
Shelby Davis Jnr

‘Compounded at 19% for over a decade.’

Seth Klarman
Seth Klarman

‘Net 17% annualised return over more than three decades.’

Ray Dalio
Ray Dalio

'Pure Alpha has had annualized net returns of 13% between 1991 and 2016.'

Ed Wachenheim
Ed Wachenheim

'Over the past 25 years, accounts that we manage have achieved average annual returns of very close to 19%.'

Howard Marks
Howard Marks

‘Aggregate gross IRR of 19.9% over nearly two decades.’

Peter Cundill
Peter Cundill

’15.2% compounded return over 33 years.’

Peter Lynch
Peter Lynch

‘Annualised rate of return of 29.2% over his 12 year stint at the helm of Magellan Fund.’

Bruce Kovner
Bruce Kovner

'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.'

Bill Ackman
Bill Ackman

‘Annualised net return of 16.9% vs S&P500 9.6% from 2004 to 2020’

Julian Robertson
Julian Robertson

'Tiger funds compound return to partners from 1980 to 1998 was 31.7% pa net.'

Joel Greenblatt
Joel Greenblatt

‘Annualised return of 50% from 1985 to 1995.’

Walter Schloss
Walter Schloss

‘Returns of 20% per year for 47 years.’

David Abrams
David Abrams

‘Returned 15% annual return since inception in 1999.’

Francois Rochon
Francois Rochon

'Compounded at 16.3% pa since 1993 versus 9.0% for the benchmark.'

Sir John Templeton
Sir John Templeton

'Templeton Growth Fund posted a 13.8% annualized average return from 1954 to 2004, well ahead of the S&P500 11.1%pa.'

Lee Ainslie
Lee Ainslie

'Maverick produced average annual returns of 14 percent from 1995 through 2010.'

Sir Christopher Hohn
Sir Christopher Hohn

‘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.’

James Dinan
James Dinan

'York Capital had 14.2% net annualised return from 1991 to 2011.'

Ralph Wanger
Ralph Wanger

'Annualised return of over 17%pa between 1970 and 1998 versus 14.4% for the S&P500'

Ted Weschler
Ted Weschler

'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].'

Featured
Phil Carret
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.’’

Jim Simons
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.’

Leon Cooperman
Leon Cooperman

'From inception in 1991 to 2015, Omega returned 12.5% pa net of fees.'

Benjamin Graham
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.'

Lou Simpson
Lou Simpson

'Compounded at 20.3% between 1980 and 2004 versus 13.5%pa for the S&P500.'

Roy Neuberger
Roy Neuberger

‘In his 68 years on the Street, he has never had a losing year.’

Thomas Gayner
Thomas Gayner

'Returned 11.2% pa in the 10 years to 2016, nearly 500 basis points better than the S&P 500.'  

Glenn Greenberg
Glenn Greenberg

'Chieftain Capital returned c18% pa from 1985 to 2009.'

THOMAS RUSSO
THOMAS RUSSO

'Since 1984 Semper Vic Partners has returned 15.2% pa vs 11% pa for the S&P500.'

Arnold Van Den Berg
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
CHUCK AKRE

'The partners fund has compounded at 15.3% net pa versus 9.2% pa for the S&P500 over 23 years.'

Nick Sleep
Nick Sleep

‘Annualised return of 20.8%pa gross vs MSCI World Index 6.5%pa from 2001 to 2013.’

James Anderson
James Anderson

‘Since Anderson took over the trust in April 2000, it generated 942% returns versus the benchmark’s 214% gain.’

EDWARD THORP
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
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
John Neff

‘The Windsor Fund beat the S&P500 by 3.5% pa gross over three decades.’

Nick Train
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.’

Chris Bloomstran
Chris Bloomstran

‘Annualised return of 8.8%pa gross for last 20 years vs 5.6% for S&P500.’

David Polen
David Polen

‘Annualised return of 14.3% pa for 21 years to 2010, ranking in the Top 1% of managers.’

David A. Rolfe
David A. Rolfe

‘Wedgewood Partners compounded at 13.1%pa gross vs 9.6%pa for S&P500 over 25 years to 2020.’

Terry Smith
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.’

Mario Gabelli
Mario Gabelli

‘Gabelli Funds compounded at 16.2% pa gross for 40 years to 2017 versus 11.8% pa for the S&P500.’

Jim Rogers
Jim Rogers

'During the 1970's the Quantum Fund grew 4,200 percent, while the S&P500 rose less than 47 percent.'

Frank Martin
Frank Martin

'MCM Equities returned 9.3% pa for the 10 years ended Dec 2009 versus -0.9% pa for the S&P500.'

CT FITZPATRICK
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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