AHRON WALTER — PERFORMANCE NOTE
Long horizon,
clearer signal.
A concise read on cumulative return, relative performance, and the conditions shaping the period.
JAN 2021 — JUN 2026
+42.8%
BENCHMARK +31.4%
Cumulative Return
Indexed to 100 at the start of the period
Fund
Benchmark
The portfolio’s cumulative return widened through the most recent twelve months as quality and cash-generative holdings led the recovery.
+11.4 PTS
Relative performance
Calendar-year excess return versus benchmark
Fund
Index
The fund added value in four of the last five calendar years, with the strongest relative gain concentrated in the latest recovery phase.
+3.1 PTS