Total Returns, Net-of-Fees
For more than a decade–through numerous exogenous risks, unprecedented government and central bank involvement, elevated market valuations, historically low interest rates, and frequent recession scares–we have navigated the investment landscape successfully with high returns.
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.
Click here for our GIPS® Composite Report and firm-wide GIPS report.
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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 March 31, 2024. 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 Russell 1000 Value is a broad-based measurement of changes in large “value” stocks, is used for comparative purposes only, and is not meant to be indicative of the Black Cypress Long-Only Composites’ performance, asset composition, or volatility. Large Value Funds comprises “Large Cap Value” mutual funds as reported and categorized by Morningstar, Inc. The Black Cypress Long-Only Composite’s performance may differ markedly from the performance of the Russell 1000 Value and Large Value Funds in either up or down market trends. The performance of the Russell 1000 Value Index is shown with all dividends reinvested and does not reflect any reduction in performance for the effects of transaction costs or management fees. The performance of Large Value Funds is shown with all dividends reinvested and does reflect the reduction in performance for the effects of transaction costs and management fees. Investors cannot invest directly in an index. The Black Cypress Long-Only Composite’s total expense ratio reflected above is 1.00%.