Harvard paper on investment returns of stocks vs property vs bonds, 1870-2015
I am very often asked how investing in stocks compares with investing in property (aka “real estate”) as far as long-term investment […]
Tag: performance
Performance Fees With A High Water Mark – Example Calculation
Here’s one illustration I often based on our fee structure of zero management fee + 25% quarterly performance fee, assuming the account […]
GFM Japan allocation outperforms Nikkei 225 ETF through 2017Q1
As a small firm managing separately managed accounts, we naturally spend more time ensuring our portfolios are well invested than trying to […]
Performance of the GFM Singapore 20 vs the Straits Times Index Tracker Fund 2016
In Hong Kong, we aim to outperform the Hang Seng index through a proprietary selection of stocks we believe are higher quality and/or better valued than the market-cap weighting of the 50 stocks of the index, and in most cases in Hong Kong we also try and avoid low-float companies. For the 12 months ending […]
Performance of the GFM Hong Kong 30 vs the Hang Seng Index Tracker Fund
In Hong Kong, we aim to outperform the Hang Seng index through a proprietary selection of stocks we believe are higher quality […]
GFM Consolidated 3 Year Track Record Performance Through September 2016
As background, we present the 3 year consolidated track record of the Interactive Brokers accounts managed by GFM portfolio manager Tariq Dennison […]