Since inception, our investment approach has yielded 18.9% annualized returns net of fees. Compare this to 15.8% by S&P 500 Index. That’s over 300 bps higher than a major stock market index.
|Year||S&P 500 Index||Xantos Labs|
*Investment outcomes are real and based on actual account(s). Results are from 01/01/2016 to 3/31/2021. In full disclosure of the 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. Past performance does not guarantee future results. Investing carries substantial risk including loss of principal.
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.