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
‘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
'From inception in 1991 to 2015, Omega returned 12.5% pa net of fees.'
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.'
James Dinan
'York Capital had 14.2% net annualised return for the 20 years from 1991 to 2011.'
Lou Simpson
'Compounded at 20.3% between 1980 and 2004 versus 13.5%pa for the S&P500.'
Roy Neuberger
‘In his 68 years on the Street, he has never had a losing year.’
Thomas Gayner
'Returned 11.2% pa in the 10 years to 2016, nearly 500 basis points better than the S&P 500.'
Glenn Greenberg
'Chieftain Capital returned c18% pa from 1985 to 2009.'
THOMAS RUSSO
'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.'
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
‘Annualised return of 20.8%pa gross vs MSCI World Index 6.5%pa from 2001 to 2013.’
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.’
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
‘Annualised return of 8.8%pa gross for last 20 years vs 5.6% for S&P500.’
David Polen
‘Annualised return of 14.3% pa for 21 years to 2010, ranking in the Top 1% of managers.’
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
‘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
‘Gabelli Funds compounded at 16.2% pa gross for 40 years to 2017 versus 11.8% pa for the S&P500.’
Jim Rogers
'During the 1970's the Quantum Fund grew 4,200 percent, while the S&P500 rose less than 47 percent.'
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
'Delivered 9.9% pa since inception in 2007 versus S&P500 6.8%, placing in top 1% of peer group.'