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Forbes Fund Survey.pdf

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Preview of Forbes Fund Survey
🔗 Source: vilascapital.com
📊 Size: 2.5 MB
📄 Pages: 4 pages
⬇️ Downloads: 50

Summary

Forbes' Honor Roll lists top-performing funds that have proven themselves in both bull and bear markets, with a focus on long-term wealth building by minimizing losses during down markets. The 2003 list includes 10 funds, with only 4 returning from the 2002 list, and features newcomers like Excelsior Value & Restructuring. To qualify, funds must pass 5 tests: capital preservation in down markets, continuity of management, portfolio diversification, accessibility, and long-term performance. The listed funds have returned at least 13% annually over the past decade, with some returning as high as 16%.

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Description

Forbes' Honor Roll lists top-performing funds that have proven themselves in both bull and bear markets, with a focus on long-term wealth building by...

Technical Information

  • File Format: PDF
  • File Size: 2.5 MB
  • Pages: 4
  • Language: EN
  • Total Downloads: 50
  • Last Updated: 1 week ago

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