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  • Value Portfolio Results Snapshot

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    anandhaa75
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    The document is a results snapshot for a value portfolio from 2004 to mid-2008 that shows quarterly returns for the portfolio compared to sector benchmarks and the overall market. Over this period, the portfolio generated total returns of 116% significantly outperforming the sector benchmarks at 26% and the overall market at 21%. However, in late 2007 and early 2008, the portfolio losses were smaller than the benchmarks as the financial crisis began.

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    The document is a results snapshot for a value portfolio from 2004 to mid-2008 that shows quarterly returns for the portfolio compared to sector benchmarks and the overall market. Over this period, the portfolio generated total returns of 116% significantly outperforming the sector benchmarks at 26% and the overall market at 21%. However, in late 2007 and early 2008, the portfolio losses were smaller than the benchmarks as the financial crisis began.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    7 views1 page

    Value Portfolio Results Snapshot

    Uploaded by

    anandhaa75
    The document is a results snapshot for a value portfolio from 2004 to mid-2008 that shows quarterly returns for the portfolio compared to sector benchmarks and the overall market. Over this period, the portfolio generated total returns of 116% significantly outperforming the sector benchmarks at 26% and the overall market at 21%. However, in late 2007 and early 2008, the portfolio losses were smaller than the benchmarks as the financial crisis began.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 1

    Value Portfolio

    Results snapshot

    Q1
    Q2
    Q3
    Q4
    Q1
    Q2
    Q3
    Q4
    Q1
    Q2
    Q3
    Q4
    Q1
    Q2

    Period
    2004
    2005
    2005
    2005
    2005
    2006
    2006
    2006
    2006
    2007
    2007
    2007
    2007
    2008
    2008
    Total

    Returns
    Sec

    Port

    Performance vs
    Sec
    Mkt

    Mkt

    36%

    32%

    37%

    4%

    (0%)

    22%

    19%

    20%

    2%

    2%

    31%

    22%

    12%

    9%

    18%

    38%

    21%

    24%

    16%

    14%

    (17%)

    (30%)

    (40%)

    14%

    24%

    6%

    (2%)

    (3%)

    8%

    9%

    (16%)

    (26%)

    (27%)

    10%

    11%

    (2%)

    (3%)

    (5%)

    2%

    3%

    (17%)

    (17%)

    (6%)

    (1%)

    (11%)

    20%

    4%

    5%

    16%

    15%

    18%

    17%

    17%

    1%

    2%

    15%

    6%

    3%

    9%

    12%

    (3%)

    2%

    3%

    (5%)

    (5%)

    (18%)

    (21%)

    (15%)

    3%

    (4%)

    3%

    1%

    (4%)

    2%

    6%

    116%

    26%

    21%

    90%

    94%

    Prepared by
    Anand Seshadri
    Portfolio Manager

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