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Best Equity Funds

Best Equity Funds

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Published by Chris DeMuth Jr
The following analysis compares the risk and return of Rangeley Capital’s research-oriented event driven approach to the best performing U.S. Equity mutual funds ranked by Morningstar.
The following analysis compares the risk and return of Rangeley Capital’s research-oriented event driven approach to the best performing U.S. Equity mutual funds ranked by Morningstar.

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Published by: Chris DeMuth Jr on Sep 13, 2012
Copyright:Traditional Copyright: All rights reserved

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05/02/2013

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private & confidential
 
2
private & confidential
How Did Rangeley Capital Stack Up?The following analysis compares the risk andreturn of Rangeley Capital’s research-orientedevent driven approach to the best performing U.S.Equity mutual funds ranked by Morningstar.
 
3
private & confidential
Return Analysis
In the 5 years since our Partnershipbegan, Rangeley Capital has
doubled
the value of our investor’swealth, and outpaced
all
the topranked U.S. Equity mutual funds byat least
30%
.
Return Analysis (Jan 2008 – Aug 2012)
Source: Morningstar, Bloomberg* Rangeley Capital performance is shown net of 1.5% management fee and 20% incentive fee. Past results are no guarantee of future results and no representation ismade that an investor will or is likely to achieve results similar to those shown. Individual investor performance may vary from the overall fund return due to timing of capitalactivity and other reasons.
This chart compares return since our partnership inception (Jan 2008 – Aug 2012) of Rangeley Capital to thetop ranked Morningstar U.S. Equity Funds for that period.
0%20%40%60%80%100%
   R  a  n  g  e   l  e  y   C  a  p   i   t  a   l   *   (   R   A   N   G   C   A   P   )   D  e   l  a  w  a  r  e   P  o  o   l  e   d   F  o  c  u  s   S  m   i   d   (   D   C   G   T   X   )   F   i   d  e   l   i   t  y   S  m  a   l   l   C  a  p   D   i  s  c  o  v  e  r  y   (   F   S   C   R   X   )   Y  a  c   k   t  m  a  n   F  o  c  u  s  e   d   (   Y   A   F   F   X   )   I  n   t  r  e  p   i   d   S  m  a   l   l   C  a  p   (   I   C   M   A   X   )   P   I   M   C   O   S   t  o  c   k  s   P   l  u  s   L  o  n  g   D  u  r  a   t   i  o  n   (   P   S   L   D   X   )   M  o  n  e   t   t  a   Y  o  u  n  g   I  n  v  e  s   t  o  r   (   M   Y   I   F   X   )   M  a  r   i  s  c  o   F   l  e  x   i   b   l  e   C  a  p   i   t  a   l   (   M   F   C   F   X   )   W  e   l   l  s   F  a  r  g  o   A   d  v  a  n   t  a  g  e   G  r  o  w   t   h   (   S   G   R   O   X   )   T  o  u  c   h  s   t  o  n  e   S  a  n   d  s   C  a  p   i   t  a   l   G  r  o  w   t   h   (   C   I   S   G   X   )   S   &   P   5   0   0   (   i  n  c   l .   d   i  v   i   d  e  n   d  s   )
   T  o   t  a   l   R  e   t  u  r  n   (   S   i  n  c  e   J  a  n   2   0   0   8   )

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