HistoricalPerformance
Since inception, our investment approach has yielded 17.2% annualized returns net of fees. Compare this to 11.9% by S&P 500 Index and meager 3.4% historical hedge fund performance over the same period respectively, as reported by HFRI Fund Weighted Composite Index. That’s over 500 bps higher than a major stock market index.
| Year | Hedge Fund Industry | S&P 500 Index | Xantos Labs |
|---|---|---|---|
| 2016 | 5.4% | 12.0% | -6.9% |
| 2017 | 8.6% | 21.8% | 24.4% |
| 2018 | -4.8% | -4.4% | 24.1% |
| 2019 | 10.4% | 31.5% | 17.7% |
| 1H 2020 | -3.5% | -3.1% | 20.8% |
| Since Inception | 16.2% | 66.2% | 104.4% |
*Investment outcomes are real and based on actual account(s). Results are from 01/01/2016 to 06/30/2020. In full disclosure of effects of material market and economic conditions on returns, S&P 500 Index returns are included. All performance results are net of fees, dividends/reinvestments and other adjustments. Hedge Fund Avg. based on HFRI Fund Weighted Composite Index. Past performance does not guarantee future results. Investing carries substantial risk including loss of principal.
Learn more about Xantos Labs and our approach to investing.
Our investing style is systematic, with a diversified portfolio of innovative, financially sound companies. These businesses all have solid growth prospects over at least 5 to 8 years. We analyze companies’ financials, market potential, economic moats, management style, track record of innovation, and overall market competition to make sound investment decisions.
