Performance
We measure the performance of all our Positive and Negative recommendations by aggregating both absolute and relative (to Topix) returns to create an average performance figure for any given year, as well as a long term average.
For example a stock on which we initiated with a Positive rating in June 2010, and which was subsequently downgraded to Mixed in June 2012, would have its performance data included from June 2012 onwards.
Performance data does not include dividend income or dealing costs. We believe the figures below provide an accurate representation of our ability to add value through our ideas and research over the long-term, in turn generating outstanding performance for our clients.
Long Performance
| Year | Average Total | Average vs TPX |
|---|---|---|
| 2010 | 5.71% | 11.62% |
| 2011 | 6.01% | 8.59% |
| 2012 | 4.31% | 10.81% |
| 2013 | 72.64% | 41.15% |
| 2014 | 22.33% | 3.16% |
| 2015 | 30.00% | 8.92% |
| 2016 | 32.60% | 29.41% |
| 2017 | 58.33% | 42.63% |
| 2018 YTD | ||
Short Performance
| Year | Average Total | Average vs TPX |
|---|---|---|
| 2010 | -3.22% | -3.40% |
| 2011 | -7.77% | -3.86% |
| 2012 | -0.04% | -1.06% |
| 2013 | 19.58% | 5.40% |
| 2014 | -27.08% | -25.07% |
| 2015 | 2.43% | -17.07% |
| 2016 | -5.11% | -2.48% |
| 2017 | -4.42% | -3.30% |
| 2018 YTD | ||
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