Total Returns, Net-of-Fees
The Black Cypress Long-Only Composite contains portfolios that seek to achieve long-term growth of capital by investing in a basket of equity securities. The composite includes all fee-paying, discretionary portfolios that invest in Black Cypress’s value-oriented, research-driven “long-only” strategy. Cash balances can reach as high as 20% of assets.
All investments are subject to inherent risk, including possible loss of the principal amount invested. There is no guarantee that Black Cypress portfolios will meet their objectives. Read about other risks of investing by clicking here.
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Investing involves risks, including loss of principal. The information on this page covers the period from inception of the Black Cypress Long-Only Composite (March 31, 2011) to April 30, 2026. Past performance information quoted does not guarantee future results. Current performance may be lower or higher than the performance information quoted. Performance figures are after expenses and assume reinvestment of dividends and capital gains. The S&P 500 Index is a market capitalization-weighted index of 500 large-capitalization stocks commonly used to represent the U.S. equity market.
The Black Cypress Long-Only Composite’s performance may differ markedly from the performance of the S&P 500 in either up or down market trends. The performance of the S&P 500 is shown with all dividends reinvested and does not reflect any reduction in performance for the effects of transaction costs or management fees. Investors cannot invest directly in an index. The Black Cypress Long-Only Composite’s total expense ratio reflected above is 1.00%.