Performance Update - Fall 2019
Scot McLeod - Oct 31, 2019
Below are the gross annualized returns for some of our top performing investment strategies to the end of September 2019.
For detailed investment profiles, please contact us directly.
Global Growth Equity Portfolio
YTD Return: 21.1%
3yr Return: 14.6%
10yr Return: 10.9%
5yr Upside Capture 116.8% vs. Downside Capture only 69.7%
North American Equity Portfolio
1yr Return: 15.8%
3yr Return: 14.3%
5yr Return: 15.5%
5yr Upside Capture 92.5% vs. Downside Capture only 22%
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