• Welcome!
• Investment Objectives
• Investment Strategy
• Performance

Performance

To view the Sire Line Value Composite Fact Sheet, click here.

The Value of a $100,000 investment at inception
Inception to date (1/4/10 - 3/31/2016)

IMPORTANT PERFORMANCE DISCLOSURE
Please Read

All composite accounts were invested using the same “value” investment philosophy now employed at Sire Line Capital. Historic performance is no guarantee of future performance, profitability, or the avoidance of losses. The Sire Line Value Composite was created in July of 2011. Its inception date is January 4, 2010. Accounts in this product are fully discretionary taxable and non-taxable portfolios. They are managed under our concentrated, multi-cap, long-term value style, which invests primarily in high-quality companies that generate above-average returns on capital and predictable cash flows. The product is measured against the S&P 500 Index, the Dow Jones Industrial Average and the Nasdaq Composite Index. The Dow Jones Industrial Average is a hypothetical, unmanaged, price-weighted index of 30 U.S. blue-chip companies. The S&P 500 Index is a hypothetical, unmanaged, market capitalization weighted index of 500 leading U.S. companies. Returns for both indices include the reinvestment of dividends. The Nasdaq Composite Index is a hypothetical, unmanaged, market capitalization weighted index of over 3,000 common equities listed on the Nasdaq Stock Exchange. The indices do not account for transaction costs or other expenses which an investor might incur in attempting to obtain such returns. The Dow, S&P and Nasdaq indices are taken from published sources and deemed reliable. This is currently our firm's only composite. None of the information contained herein should be construed as an offer to buy or sell securities, or as investment recommendations. An investment in this or any equity-based strategy is subject to risks, including the loss of principal. Data, while obtained from sources we believe to be reliable, cannot be guaranteed. Returns are net of total fees, which include the all portfolio management fees, custodian fees, trading fees, and in the case of the private investment partnership, operating expenses. The currency used to calculate performance is the U.S. dollar.