Our results
How the process has performed.
The long-term record, net of fees.
Returns by period
| 2026 YTD | 1 Year | 3 Years | 5 Years | 10 Years | 15 Years | Inception | |
|---|---|---|---|---|---|---|---|
| Black Cypress, net | 9.9% | 19.0% | 22.5% | 15.0% | 17.4% | 16.4% | 15.1% |
| S&P 500 | 12.7% | 15.7% | 22.9% | 13.8% | 15.3% | 15.7% | 14.0% |
- 2026 YTD 9.9% S&P 500 12.7%
- 1 Year 19.0% S&P 500 15.7%
- 3 Years 22.5% S&P 500 22.9%
- 5 Years 15.0% S&P 500 13.8%
- 10 Years 17.4% S&P 500 15.3%
- 15 Years 16.4% S&P 500 15.7%
- Inception 15.1% S&P 500 14.0%
Black Cypress vs. the S&P 500
Black Cypress Long-Only Equity Composite, net of fees. Periods longer than one year are annualized.
Past performance does not guarantee future results.
About these results
Calculated to the GIPS® standards.
Black Cypress claims compliance with the Global Investment Performance Standards (GIPS®). The firm has been independently verified, and the Long-Only Equity Composite has had a performance examination. Our GIPS® Composite Report, verification and performance examination reports are available upon request.
The Long-Only Equity Composite includes all fee-paying, discretionary portfolios managed under our value-oriented, research-driven long-only strategy, with cash balances of up to 20% of assets. Returns are net of fees and include the reinvestment of all income. Net-of-fee returns reflect the deduction of the highest management fee of 1.0%; actual fees may vary.
The S&P 500 Index is a market capitalization-weighted index of 500 large-capitalization U.S. stocks.
Investing in the strategy involves risk, including the possible loss of principal. Read the principal risks.
GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.