Home > General > CT Capital Outperforming S&P 500 (TR) and Russell

CT Capital Outperforming S&P 500 (TR) and Russell

August 7th, 2019

….from our latest report to clients


That the account is outperforming both S&P 500(TR) and Russell 1000 Value (TR) indexes this year is merely in line with historical trend given the alternation in risk landscape and stage in cycle. Employment of an accurate discount rate guides us to firms in the portfolio as their valuations become faulty due to analysts’ overstatement of entirety of risk profiles.

As risk levels to free cash flows ascend our accounts should continue this outperformance, though any given quarter is subject to the many externalities.  As the period elongates, outperformance should broaden vs. benchmarks as a greater cross-section of investors adjust for previously unaccounted-for risks, including that of outright financial failure.

Categories: General Tags:
Comments are closed.
Skip to toolbar