Accountable For Our Performance

We strive to constantly deliver unique investment ideas with uncorrelated, high absolute and relative returns. As such, we carefully track the performance of our work accordingly.

 

We have two categories of research: Published, and Special Situations/Unpublished. We aren't always right, and don't always hit our goal of > 50% returns within three years, but we believe our track record speaks for itself.

 

Through 7/30/2015, of 25 long and short ideas, ALL have resulted in profitable exit opportunities, with all but one in the double-digits. 7 of 13 long ideas have returned > 50 % from inception to high, while 5 of 12 short ideas have returned > 50% from inception to low.

 

Here is our performance from idea inception through 7/31/2015:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Since our founding in 2011, from idea inception to 12/31/2014, on average:

 

 

  • Published long ideas have returned 268% v 17% for the S&P 500

  • Published shot ideas have returned 21% v 23%

  • Unpublished long ideas have returned 61% v 15%

  • Unpublished short ideas have returned 35% v 17%

 

From idea inception to each respective low:

 

  • Published long ideas have returned (24%) v 17% for the S&P 500

  • Published short ideas have returned (61%) v 19%

  • Unpublished long ideas have returned (16%) v 2%

  • Unpublished short ideas have returned (33%) v 14%

 

A complete analysis of our performance can be found here.