In the face of the extreme market volatility during the last 12-15 years, our highly rational investment philosophy and disciplined approach have proven their value. We are proud of our track record, which confirms the ample evidence that intelligent portfolio design and buy-hold-rebalance execution reliably outperform “active” and speculative strategies that try to pick stocks and/or time the market.
These results have been produced across all types of markets, as you can see from the summaries of our clients’ investment results highlighted below. Our investment track record data represent the aggregate performance of all client portfolios invested in alignment with our recommendations.
Data as of 3/31/2017. Truepoint’s 70/30 Portfolio Composite results reflect the aggregate net-of-fee performance of client portfolios managed to benchmark allocations of 70% stocks/30% bonds and cash. The 70/30 Benchmark is similarly allocated and consists of Morningstar categories. Additional detail can be found in the presentation linked above.
Truepoint’s compliance with the GIPS Standards has been verified for the period January 1, 2001, through June 30, 2016, by Ashland Partners & Company LLP.