Outperform over the long-run.

 

What we want.

Returns that are good on an absolute basis, and that outperform the global market over a rolling 5-year period.

How we’ve done.

The Phronesis Fund has outperformed hedge fund indices, private client indices, the S&P 500 and the global market.

Why it matters.

Over a 30-year investment lifetime an extra 2.5% annualized return doubles one's total return; an extra 5% annualized return quadruples one's total return. Even modest outperformance can make a big difference.