Excess Performance Without Margin
 

Closely monitored by Smith Barney Citigroup, Bob's unleveraged track records rank very highly among managers:

 
  

Bob's first managed account, emphasizing conservative stock risk and low turnover, rose an average of 2.3% average annually (after all fees) over the S&P 500 total return 1991-2004 (13 Years) .

     
 

Based on the same approach applied more proactively, his new managed accounts have risen 49% after fees during the past 5 years, while the S&P 500 has risen 5%.  Risk has been about equal to the S&P 500, as measured by percentage peak-to-trough declines.   Bob's strategy of cutting losses short and letting gains run has kept net taxes at long-term capital gains rates, assuming a 39.6% short-term rate and a 20% long-term rate.  

 

Bob Robbins' all-cap SunTrust Robinson Humphrey (STRH) stock list, using both aggressive and conservative stocks, rose 28% compounded annually net of 3% assumed nnual fees over 15 years -- independently verified. The worst calendar-year decline was 9%.  (during the overall period from Jan. 1987 thru Apr. 2002)

 

The best 10% of his large-cap STRH ranking rose over 30% compounded annually, while the worst 10% fell more than 10% compounded annually over its 5-year history -- a spread of over 40 percentage points annually.  Email Bob if interested.

 

 

 
 

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Past performance is not necessarily indicative of future results.  However, track records have been heavily used and strongly advised by industry consultants to select managers. The average money manager has underperformed the S&P 500 by almost two percent annually. On the other hand, two percent outperformance annually would achieve about 50% more wealth gain to clients over 10 years, and well over a 100% more gain over 20 years.  There is no guarantee against loss.