Highly disciplined strategy. Successful results.
The investment returns of the Longview Portfolio are shown in the table below.
Longview Portfolio Composite | |||||
Returns to: Dec. 31, 2024 | Annualized | Cumulative Since Inception |
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Since Inception | 10 Year | 5 Year | 1 Year | +640.5% | |
16.3% | 13.2% | 16.1% | 26.1% |
The progress of the Longview Portfolio is shown on an annual basis in the graph below.
Value of $100 invested in the Longview Portfolio Composite
Notes:
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.