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Tim McElvaine Annual Report


phil_Buffett
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Guest longinvestor

A great example of how brutal a bad fee structure can be on an investor. On a gross basis, this fund did fine: 11.3% annualized over 17 years vs 7.4% for the index. 

 

Net, the return was 8.1% annualized.

+1

WEB is pointing this out at every AGM with the ongoing hedge fof vs s&p index bet.

 

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A great example of how brutal a bad fee structure can be on an investor. On a gross basis, this fund did fine: 11.3% annualized over 17 years vs 7.4% for the index. 

 

Net, the return was 8.1% annualized.

+1

WEB is pointing this out at every AGM with the ongoing hedge fof vs s&p index bet.

 

 

how is that going BTW?

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Guest longinvestor

A great example of how brutal a bad fee structure can be on an investor. On a gross basis, this fund did fine: 11.3% annualized over 17 years vs 7.4% for the index. 

 

Net, the return was 8.1% annualized.

+1

WEB is pointing this out at every AGM with the ongoing hedge fof vs s&p index bet.

 

 

how is that going BTW?

Index+43%

Hedgies+11%

after 6 years. Cumulative

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A great example of how brutal a bad fee structure can be on an investor. On a gross basis, this fund did fine: 11.3% annualized over 17 years vs 7.4% for the index. 

 

Net, the return was 8.1% annualized.

+1

WEB is pointing this out at every AGM with the ongoing hedge fof vs s&p index bet.

 

And that's before taxes, too.

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