Highly disciplined strategy. Successful results.
The investment returns of the Longview Portfolio are shown in the table below.
|Longview Portfolio Composite*|
30th, Sept. 2018
|Past 5 Years||Since Inception|
|16.1% per year*||18.1% per year*|
The progress of the Longview Portfolio on a quarterly basis is shown in the graph below.
Our outperformance has been earned with less volatility than the market, as represented by the most relevant benchmark for the Longview Portfolio, the MCSI World Index.
1. Based on a composite of all discretionary client accounts having a 100% equity mandate. (i.e., 100% invested in the Longview Portfolio.)
2. Inception date is September 30, 2011.
3. All figures are in Canadian dollars.
4. All returns are before investment management fees.