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Performance
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(See notes and disclaimers below the table for further information. For institutional or registered representative use only. Not for public use or viewing.)
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1 Includes dividends.
2 Net performance is gross performance less a 1% annual management fee (charged monthly). -Specific fee schedule outlined here. 3 Partial year only; from inception date of 12/15/2015 to 12/31/2015. ----------------------------------------------------------------------------------- - 0% leverage, 0% short from 12/15/2015 to 12/31/2023. - In general all our client’s accounts own approximately the same stocks in approximately the same percentage, however because of varying setup dates, etc., Individual separately managed account performance and cash balances may vary slightly from the above stated figures. - Above performance numbers are from our original portfolio account. This was the only account setup as of our 12/15/2015 inception date, and the only account that has been continually open since inception. - All figures above are not audited. ----------------------------------------------------------------------------------- - Past performance is no guarantee of future results. - Nothing contained on this website constitutes tax, legal, insurance or investment advice, or the recommendation of or an offer to sell, or the solicitation of an offer to buy or invest in, any investment product, vehicle, service or instrument. - Split Rock Capital Management, LLC ("Split Rock") is not responsible for any liabilities resulting from errors contained on this website. Split Rock will not notify you of any errors that it identifies at a later date. -Further legal disclaimers located here and here. |