Performance

New Economy Capital Management LLCBelow is a table summarizing New Economy Capital Management LLC’s historical performance versus the S&P 500:

Year Global Growth Long/Short Equity S&P 500 (total return)
2003 48% n/a 29%
2004 34% 50% 11%
2005 32% 6% 5%
2006 9% 20% 16%
2007 51% 3% 5%
2008 -55% -32% -37%
2009 40% 16% 26%
2010 22% 28% 15%
2011 -4% 2% 2%
2012 14% 17% 16%
2013 42% 44% 32%
2014 -0.1% 3.6% 13.7%
2015 0.10% 14.82% 1.19%
2016 13.74% -3.81% 11.96%
2017 27.10% 7.65% 21.83%
15-year avg. 14.33% n/a 9.92%
annualized*

 

We continuously screen through thousands of stocks to uncover new potential investments to add to our portfolios. And we diligently monitor our portfolios to identify which securities have exceeded our valuation targets and need to be sold.

Please contact us directly to learn the specifics about investing with NECM.

* As of December 31, 2016 using geometric average annualized rate calculation. Returns are net of management fees. Please contact NECM directly for current performance numbers.

**Future performance may be higher or lower than the quoted past performance. Investments in publicly traded stocks are subject to market risk, including the loss of principal depending on when shares are sold. To obtain the most recent month-end performance numbers, please contact New Economy Capital Management LLC directly. This website is for information purposes only.

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