Investment Performance

2018 produced investment returns that matched 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 18 years.

The accompanying report has been prepared by Cairn Investment Performance Consultants LLC, an independent firm doing investment performance measurement and covers total portfolio (stocks, bonds and cash) performance. You are invited to review the information listed below.

Current Data Chart