Top Picks Of Under The Radar Value Fund With 12.3% Annualized Returns Since Inception

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Rupert Hargreaves
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Performing Capital Lp returned -4% in the third quarter of 2022. Following this performance, the fund has lost 8.2% for the first nine months of the year. This is a far better performance than all major stock indices. For the year to the end of September, the S&P 500 total return index lost -24.4%, the Russell 2000 index declined -25.1%, and the HFRI Equity Hedge index declined by -13.8%. Since its inception (November 2013), an investment in the Performing Capital fund has produced an annual return of 12.3% net of fees and expenses. A similar investment in the S&P 500…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk