Investment Performance

2017 produced investment returns that trailed the S&P 500 Index. Our focus on investing in well managed companies for the long term has produced returns that have averaged more than two percentage points better than the overall market averages for the last 17 years.

The accompanying two pages have been prepared by Cairn Investment Performance Consultants LLC, an independent firm doing investment performance measurement. The first page covers the total portfolio (stocks, bonds and cash), the second page covers equities only.You are invited to review the information contained in the pages listed below.





Current Data Charts

2017 Total Portfolio

2017 Equity Only